LADY-Vienna VEDAL - Bankers Life Agent

09/02/2026

📝 What’s a beneficiary—and why does it matter?

Whether you're setting up life insurance or planning your estate, understanding beneficiaries is essential.

Check out this quick and helpful read from Colonial Penn, part of CNO Financial Group’s family of brands, to learn:

✅ What a beneficiary is
✅ The different types
✅ How to choose the right one

What’s a Beneficiary? A beneficiary is a person or an entity that you designate to receive the proceeds of a life insurance policy, property or other

09/02/2026

Did you know there are federal protections designed to help families plan funerals with clarity and transparency? Understanding the FTC Funeral Rule can make a meaningful difference. Learn what every family should know from Colonial Penn, part of CNO Financial Group’s family of brands.

After losing a loved one, it's hard to focus on anything besides grieving. However, when you're in this vulnerable state, you may also need to plan a

09/02/2026

Remember when your kids could “stretch” an inherited IRA over their lifetime? That’s no longer the case. Now they must withdraw the account within 10 years, which can mean a bigger, faster tax hit. If your estate plan was created before 2020, it might not reflect this change. Life insurance can help create a more tax-efficient legacy. Call me today to review your options. bankerslife.com/life-insurance

09/01/2026

Nearly 92 million Americans have a life insurance coverage gap.*

That's 38% of adults who either don't have life insurance or may not have enough coverage to protect their loved ones.*

Life insurance can help provide financial security when it's needed most. This Life Insurance Awareness Month, take a moment to review your coverage and make sure it aligns with your family's needs.

Message me with questions.

08/28/2026

It sounds like legal jargon, but it’s actually about your grandkids. If one of your children predeceases you, does their share go to their kids (per stirpes) or get split among your surviving children (per capita)? Most people don’t know—and it matters. Call me today to review your life insurance options.

08/28/2026

No matter where you are on the road to retirement—early planning, building confidence, or feeling ready—I’m here to help you move forward with clarity and support. Message me to schedule a meeting.

08/27/2026

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08/27/2026

This is an excellent opportunity to join a winning culture that truly values its people and community. A cutting-edge company with heart and soul

08/27/2026

For 24 years, Bankers Life has proudly supported the Alzheimer's Association because we know the impact that Alzheimer's and other dementia can have on our customers, their loved ones and caregivers. Through the annual Bankers Life Forget Me Not Days® campaign, our offices help raise awareness and critical funds.

We're excited to share the results of this year's campaign, bringing our total impact to nearly $8.5 million. Learn more: https://cno.mediaroom.com/stories?item=66

08/27/2026

As the leaves change, it’s the perfect time to think about protecting what matters most. Life insurance can help secure your family’s future—so you can enjoy every season with confidence.

Contact me and let's take the first step toward lasting security.