Alana Bradford Bankers Life Financial Representative

Alana Bradford Bankers Life Financial Representative Helping retirees save and protect assets they have spent a lifetime accumulating.

09/07/2026

Call or text me today to schedule a review.
863-845-3049

Remember when your kids could “stretch” an inherited IRA over their lifetime? That’s no longer the case. Now they must w...
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.

Alana Bradford
863-845-3049

bankerslife.com/life-insurance

It sounds like legal jargon, but it’s actually about your grandkids. If one of your children predeceases you, does their...
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.

Our most savvy clients draw down their IRAs during their lifetime—and leave life insurance to their heirs. Why? Because ...
08/26/2026

Our most savvy clients draw down their IRAs during their lifetime—and leave life insurance to their heirs. Why? Because life insurance is tax-free, probate-free, and beneficiary-friendly. IRAs are… none of those things. Call me today to review your life insurance options. bankerslife.com/life-insurance

Would you hand an 18-year-old $500k in cash? If your grandchildren are minors and listed as beneficiaries, that’s exactl...
08/21/2026

Would you hand an 18-year-old $500k in cash? If your grandchildren are minors and listed as beneficiaries, that’s exactly what could happen. A trust can control when and how they receive funds—protecting them from themselves. Call me today to review your life insurance options.

Here’s a phrase our smartest clients live by: “Control the money, control the house.” With the right life insurance stra...
08/17/2026

Here’s a phrase our smartest clients live by: “Control the money, control the house.” With the right life insurance strategy, just 3% of your assets can offset income taxes, protecting 100% of your legacy. That’s not spending, that’s smart planning. Call today to see how life insurance can work for you.
bankerslife.com/life-insurance

Is Uncle Sam poised to take a big slice of what you meant for your family? Depending on how your accounts are structured...
08/10/2026

Is Uncle Sam poised to take a big slice of what you meant for your family? Depending on how your accounts are structured, heirs can face taxes on certain inherited assets. With the right planning, more of what you’ve built can go to the people who matter most. Call me today to review your life insurance options. bankerslife.com/life-insurance

Address

20 Lake Wire Drive Ste 100
Lakeland, FL
33815

Opening Hours

Monday 9am - 6pm
Tuesday 9am - 6pm
Wednesday 9am - 6pm
Thursday 9am - 6pm
Friday 9am - 6pm
Saturday 9am - 12:15pm

Telephone

+18633377039

Website

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