Bill Al-Zaid - Bankers Life Agent and Financial Rep

04/05/2023

Organizing your estate planning documents can provide tax and cost savings, simplify planning, and create a roadmap for those who may have to help you in the future. Check out these tips.

Cleaning out your estate and related planning "attic" can simplify your planning, identify steps and improvements, save professional fees and taxes.

04/05/2023

93% of new Bankers Life customers say their agent is easy to do business with. Find out why here: https://www.bankerslife.com/insights/understanding-insurance/top-benefits-of-working-with-an-insurance-agent/

04/05/2023

Coping with a national tragedy can be hard. These five suggestions may help you process and cope in a constructive way.

Just turn on the TV, radio or go online and you’ll likely be bombarded with difficult news stories whether it’s a major weather event or a national Unfortunate national events are challenging to cope with even if we’re not direct victims. These 5 tips may help you process what you’re encount...

04/03/2023

Take five minutes to improve your financial literacy and learn about these six myths that could impact your retirement: https://www.bankerslife.com/insights/personal-finance/6-myths-that-could-impact-your-retirement-financial-planning/

01/31/2023

Your finances are too important to ignore. Learn how to conduct an annual financial review.

You’ve spent years saving for your retirement. Now create a retirement budget. This step can help you enjoy retirement, instead of worryingabout money.