Zachary Bases, Bankers Life Agent

12/11/2024

When dealing with , it's critical to understand the implications, especially around estate tax vs. inheritance tax. Check out our blog for what you need to know.

Confused about estate tax vs. inheritance tax? Here's a look at their defining characteristics and how each can impact the legacy you want to leave behind.

12/10/2024

The end of the year is a great time to reevaluate your budget. Let’s review four ways to check in with your finances, and end the year on a high note.

2024 is quickly coming to a close putting finances at the forefront. With holiday planning underway, many find themselves hoping for smooth sailing. Prepare for 2025 with our year-end financial tips. Budget for the holidays, get organized and make next year a financially positive one for your family...

12/10/2024

is a serious and growing concern in the U.S. I encourage you to educate yourself on how to:

✔️ Reduce your chances of being a target
✔️ Spot warning signs
✔️ Take quick action to minimize damage

Check out this article for important information you need to know: https://www.nerdwallet.com/article/finance/how-to-prevent-identity-theft

12/09/2024

Make 2025 your financial year with these tips for financial wellness.

2024 is quickly coming to a close putting finances at the forefront. With holiday planning underway, many find themselves hoping for smooth sailing. Prepare for 2025 with our year-end financial tips. Budget for the holidays, get organized and make next year a financially positive one for your family...

12/06/2024

This year, the holidays are projected to cost $902 per person. Walk with us through a few ways you can get your budget in order for 2025.

2024 is quickly coming to a close putting finances at the forefront. With holiday planning underway, many find themselves hoping for smooth sailing. Prepare for 2025 with our year-end financial tips. Budget for the holidays, get organized and make next year a financially positive one for your family...

12/05/2024

No matter the retirement lifestyle you desire, you need a solid strategy and diversified financial toolkit to get there. Read our blog to learn about qualified versus nonqualified and see if they meet your needs.

Explore the similarities and differences between qualified and nonqualified annuities so you can choose the right option for your retirement goals.

12/04/2024

Navigating the world of can be overwhelming, especially when you're trying to make the right decision for your . Check out our blog to learn about qualified versus nonqualified annuities and see which option aligns best with your .

Explore the similarities and differences between qualified and nonqualified annuities so you can choose the right option for your retirement goals.

12/03/2024

is a global movement focused on philanthropy and generosity, and it’s the perfect time to review your annual giving goals. Did you know that life insurance can help you leave a generous financial gift to a cause you care about? Message me to learn more.

12/03/2024

Understanding annuity payout options is important for designing the retirement you envision. Here's a guide to annuity payouts to support your decision.

Understanding annuity payout options is crucial for designing the retirement you envision. Here's a guide to annuity payouts to support your decision.

12/02/2024

As a 2024 LearningElite Awards winner, we prioritize training and development from day one to set our financial professionals up for success! Interested in learning more about the Bankers Life culture? Apply at https://www.careersatbankerslife.com/

11/29/2024

If you're considering an , the first step is to choose between qualified and nonqualified annuities. Head to our blog for a look at the similarities and differences to help you make the right decision.

Explore the similarities and differences between qualified and nonqualified annuities so you can choose the right option for your retirement goals.

11/28/2024

Wishing all my clients a happy Thanksgiving! I’m thankful for the privilege of helping you protect your financial security.