Chad Clem - Bankers Life Securities Financial Advisor

06/02/2026

What monthly income would help you feel more confident in retirement?

Annuities offer one way to add predictability and confidence to your retirement income plan.

Message me to learn more!

06/01/2026

New grandkids, new goals. Add protection that keeps up. Many life insurance policies include riders to cover children and grandchildren—at minimal cost. If you haven’t added them, their future might not be as protected as you think. Call me today to review your life insurance options.

06/01/2026

What monthly income would help you feel more confident in retirement?

Annuities offer one way to add predictability and confidence to your retirement income plan.

Message us to learn more!

05/29/2026

Part of the sandwich generation? You're not alone.
Check out 7 smart strategies to simplify financial caregiving, reduce stress, and protect your future—while caring for the people who count on you.

In 2026, more Americans than ever are finding themselves in the "sandwich generation"— those simultaneously caring for aging parents while supporting Smart strategies to help the sandwich generation manage financial caregiving, reduce stress, and support loved ones while protecting their own futur...

05/29/2026

Happy National 529 Day! 🎓

Planning ahead for education can make a big difference. A 529 plan offers flexibility, potential tax advantages, and opportunities for long-term growth.

Message me to learn more.

Insurers and their representatives are not permitted by law to offer tax or legal advice. The general and educational information here supports the sales, marketing or service of insurance policies. Based upon individuals' particular circumstances and objectives, they should seek specific advice from their own qualified and duly-licensed independent tax or legal advisors.

05/29/2026

Did you know some policies let you adjust coverage without starting over? Universal life insurance policies offer flexibility, allowing you to increase or decrease premiums, change death benefits, and adapt as your needs shift. No need to buy a whole new policy. Call me today to review your life insurance options.

05/27/2026

Average funeral: $10k. Final medical bills: $5k-$50k. Mortgage balance: $150k. If your life insurance doesn’t cover all of that, your family is scrambling. Let’s make sure the numbers add up. Call me today to review your life insurance options.

05/27/2026

Choosing a long-term care facility doesn’t have to be stressful. Whether you're exploring options for yourself or a loved one, understanding the types of care available—from home services to continuing care communities—can help you make the right decision.

Deciding on long-term care needs can feel overwhelming, especially when you're balancing health needs, lifestyle preferences, and financial resources. Explore how to choose the right long-term care facility by understanding medical, emotional, financial, and lifestyle factors. Learn about types of c...

05/26/2026

Older Americans Month is a great reminder that small steps today can help support independence tomorrow. Explore planning tips for a fulfilling retirement.

Each May, Older Americans Month recognizes the contributions, resilience, and well-being of older adults—and it’s the perfect time to reflect on how Celebrate Older Americans Month with tips to support independence in retirement—planning for care, Medicare, finances, and an active, connected l...