Bailey McKendree - Bankers Life Agent

Bailey McKendree - Bankers Life Agent Offering solutions that help to meet the needs of clients today and for retirement.

Building personal relationships by listening to better understand your retirement goals.

Want to leave a legacy to your church without shortchanging your kids? Here’s how: Name your church as the beneficiary o...
07/29/2026

Want to leave a legacy to your church without shortchanging your kids? Here’s how: Name your church as the beneficiary of your IRA—since they won’t pay taxes on it—and use life insurance to provide a tax-free benefit for your family. Call me today to review your life insurance options.
bankerslife.com/life-insurance

You don’t have to split everything 50/50 if it doesn’t make sense. Maybe one child gets the house. Another gets the IRA....
07/27/2026

You don’t have to split everything 50/50 if it doesn’t make sense. Maybe one child gets the house. Another gets the IRA. A third gets life insurance. The goal isn’t to be equal. It’s to be fair and tax-savvy. Call me today to review your life insurance options. bankerslife.com/life-insurance

You’ve been saving for years. But do you know if your money is working as hard as it should? Bonds, CDs, and excess savi...
07/24/2026

You’ve been saving for years. But do you know if your money is working as hard as it should? Bonds, CDs, and excess savings can earn interest, yet still create tax and probate headaches for your heirs. Life insurance can help organize your assets and protect your family’s future. Call me today to review your options. bankerslife.com/life-insurance

Your rental income can build wealth—but only if your family is protected. Life insurance can protect that income for you...
07/22/2026

Your rental income can build wealth—but only if your family is protected. Life insurance can protect that income for your family and help your properties pass to heirs without tax or probate headaches. Call to review your options. bankerslife.com/life-insurance

Equal shares aren’t always fair. IRA, house, life insurance—your family deserves a plan that’s smart and tax-efficient. ...
07/15/2026

Equal shares aren’t always fair. IRA, house, life insurance—your family deserves a plan that’s smart and tax-efficient. Let’s review your life insurance options today. bankerslife.com/life-insurance

Do you want your grieving family hunting for documents and filing court paperwork? Life insurance keeps things simple: o...
07/13/2026

Do you want your grieving family hunting for documents and filing court paperwork? Life insurance keeps things simple: one claim form, one payout, no probate. That’s how you protect them emotionally AND financially. Call me today to review your life insurance options.

Your family just lost you. Now they wait 6+ months for probate to release funds? Life insurance skips probate entirely. ...
07/10/2026

Your family just lost you. Now they wait 6+ months for probate to release funds? Life insurance skips probate entirely. Benefits go directly to beneficiaries—often within weeks, not months. That’s how you protect them when they need it most. Call me today to review your life insurance options.

If you turned 72 in 2023, your RMD age is 73. By 2033, it’ll be 75. The SECURE Act 2.0 keeps shifting the rules, giving ...
07/08/2026

If you turned 72 in 2023, your RMD age is 73. By 2033, it’ll be 75. The SECURE Act 2.0 keeps shifting the rules, giving you extra years to grow your accounts and plan for the tax hit your heirs could face. Life insurance can help offset those future taxes and protect the legacy you want to leave.
Call me today to review smart ways to incorporate it into your distribution strategy. bankerslife.com/life-insurance

If your family had to handle everything tomorrow, would it be simple—or stressful? The right setup can help benefits be ...
07/01/2026

If your family had to handle everything tomorrow, would it be simple—or stressful? The right setup can help benefits be paid directly to loved ones, often faster and with fewer hurdles. Call me today to review your life insurance options.

Your family gets every dollar. No IRS taking 30%. No probate taking 5%. Just tax-free cash. That’s the power of life ins...
06/29/2026

Your family gets every dollar. No IRS taking 30%. No probate taking 5%. Just tax-free cash. That’s the power of life insurance—full value, no deductions, when they need it most. Call me today to review your life insurance options. bankerslife.com/life-insurance

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20 Lake Wire Drive Ste 100
Lakeland, FL
33815

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Thursday 9am - 5pm
Friday 9am - 5pm

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