Jim Cody - Bankers Life

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/

04/14/2021

Abstract: Americans continue to have worries about their retirement, compounding health concerns brought on the COVID-19 pandemic. In addition, they...

04/12/2021

Working for yourself comes with some great perks. But what about saving for retirement? You’ll need to take charge of how you retire while self-employed.

03/28/2021

For the first time in a Bankers Life Center for a Secure Retirement study, more middle-income Boomers now consider themselves retired than not retired....

03/16/2021

Whether it’s planning your retirement or planning for a new TV, an annual financial review can help you reach your goals.

02/24/2021

What is an IRA? An IRA, or individual retirement account, offers valuable tax benefits to retirement savers who want to make smart investment decisions.