Joshua M Williams - Bankers Life Agent

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Joshua M Williams - Bankers Life Agent Licensed Insurance Agent with Bankers Life. I work & live in Lubbock!

Remember burning CDs? Renting movies on Friday nights? Printing driving directions?A lot has changed since then. Has you...
10/16/2026

Remember burning CDs? Renting movies on Friday nights? Printing driving directions?

A lot has changed since then. Has your life insurance kept up?

You may have paid off your mortgage, retired, welcomed grandchildren, received an inheritance, or built assets that weren't part of the picture when you first purchased coverage.
If your life has changed, your insurance needs may have changed, too.

A policy review can help ensure your coverage still aligns with your goals, your family, and the legacy you hope to leave behind.

Let's set an appointment and get your review on the calendar.

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. bankerslife.com/life-insurance

Nearly 92 million Americans have a life insurance coverage gap.*That's 38% of adults who either don't have life insuranc...
09/01/2026

Nearly 92 million Americans have a life insurance coverage gap.*

That's 38% of adults who either don't have life insurance or may not have enough coverage to protect their loved ones.*

Life insurance can help provide financial security when it's needed most. This Life Insurance Awareness Month, take a moment to review your coverage and make sure it aligns with your family's needs.

Message me with questions.

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

Never name your estate as your life insurance beneficiary. Why? It forces the payout through probate, which means —delay...
08/05/2026

Never name your estate as your life insurance beneficiary. Why? It forces the payout through probate, which means —delays, legal fees, and public records. Life insurance should go directly to people, not through courts. Call me today to review your life insurance options.

Address

3223 S. Loop 289 Suite #260
Lubbock, TX
79423

Opening Hours

Monday 9am - 9pm
Tuesday 9am - 9pm
Wednesday 9am - 9pm
Thursday 9am - 9pm
Friday 9am - 9pm
Saturday 9am - 9pm
Sunday 9am - 9pm

Telephone

+18067750168

Website

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