Kimberly Nesbitt, Bankers Life Agent

Kimberly Nesbitt, Bankers Life Agent I am an agent licensed to sell insurance through Bankers Life and Casualty Company. I am acting as BCLIC is authorized to sell insurance in New York.

Bankerslife is the marketing brand of Bankers life and Casualty Company, select policies sold by Colonial Penn Life Insurance Company and select policies sold in New York by Bankers Conseco Life Insurance Company (BCLIC). Policies are subject to state availability.

Survey says…financial literacy impacts retirement planning based on which generation you’re from. Read more here…
05/05/2022

Survey says…financial literacy impacts retirement planning based on which generation you’re from. Read more here…

All of us fall into a generational category whether we’re Gen X, millennials or boomers, and though we’re all unique individuals, the trends of our Gen X, Gen Z and boomers all view retirement and financial planning differently. We’ve got the breakdown on how multi-generations view it all.

Gen X, Gen Z and boomers all view retirement and financial planning differently. We’ve got the breakdown on how multi-ge...
05/04/2022

Gen X, Gen Z and boomers all view retirement and financial planning differently. We’ve got the breakdown on how multi-generations view it all.

All of us fall into a generational category whether we’re Gen X, millennials or boomers, and though we’re all unique individuals, the trends of our Gen X, Gen Z and boomers all view retirement and financial planning differently. We’ve got the breakdown on how multi-generations view it all.

Read how multi-generational financial literacy impacts retirement planning.
05/03/2022

Read how multi-generational financial literacy impacts retirement planning.

All of us fall into a generational category whether we’re Gen X, millennials or boomers, and though we’re all unique individuals, the trends of our Gen X, Gen Z and boomers all view retirement and financial planning differently. We’ve got the breakdown on how multi-generations view it all.

Don’t forget that Tax Day is April 18 this year (or 4/19 if you’re in ME or MA!)! If what you owe is taking a significan...
04/04/2022

Don’t forget that Tax Day is April 18 this year (or 4/19 if you’re in ME or MA!)! If what you owe is taking a significant bite out of your retirement income, some simple strategies and withdrawal optimization might help! Check out our blog for details:

The first step in becoming more tax-savvy in retirement is understanding how common sources of retirement income are taxed. This guide can help.

Easter is approaching, and we have eggs on the mind: chocolate eggs, dyed eggs and NEST EGGS! Check out our blog for ste...
04/04/2022

Easter is approaching, and we have eggs on the mind: chocolate eggs, dyed eggs and NEST EGGS! Check out our blog for steps you can take to help protect your nest egg in retirement:

You’re working hard to create a nest egg to live off of during retirement—but is it enough? There are ways you can help extend the life of your nest egg..

A lump-sum life insurance payout can be used in several ways. Check out these tips for managing this money to achieve yo...
03/23/2022

A lump-sum life insurance payout can be used in several ways. Check out these tips for managing this money to achieve your financial goals:

When someone passes away, surviving family members can use a lump-sum life insurance payout in several ways. Here are four tips for navigating these funds.

Did you know that a private room in a nursing home costs on average $92,000 a year, and Medicare may not cover these exp...
02/27/2022

Did you know that a private room in a nursing home costs on average $92,000 a year, and Medicare may not cover these expenses? Long-term care insurance can help protect your savings and give yourself flexibility in where you receive care!

Did you know that a private room in a nursing home costs on average $92,000 a year, and Medicare may not cover these expenses? Help protect your savings and ...

Having a tough time understanding life insurance terms? You’re not alone! We’ve put together a glossary of 30 terms ever...
02/25/2022

Having a tough time understanding life insurance terms? You’re not alone! We’ve put together a glossary of 30 terms everyone should know in language you can understand.

Life insurance is important no matter what age or stage of life because offers a way to provide for your loved ones by paying them a sum of money that Boost your life insurance knowledge with this glossary of 30 common life insurance terms everyone should know.

Are you approaching 65 and trying to make sense of Medicare? There's so much to understand—who qualifies, when you can s...
02/25/2022

Are you approaching 65 and trying to make sense of Medicare? There's so much to understand—who qualifies, when you can sign up, what is and isn't covered, what the benefits look like, how much it costs, and more! Check out these six Medicare facts you should know to make the most of your benefits and keep your costs down:

Approaching 65 and trying to make sense of Medicare? Here are six Medicare facts you need to know as you plan for retirement.

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125 Edinburgh Drive S
Cary, NC
27511

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