Lori Moncada, Bankers Life Agent and BLSecurities Financial Representative

Lori Moncada, Bankers Life Agent and BLSecurities Financial Representative I am a Financial Representative with Bankers Life Securities and offer investment solutions that help meet my clients’ goals for their financial future.

Insurance
Investments I am acting as a Financial Representative and the views expressed are my own and not that of Bankers Life Securities.

Blended families can make life insurance complicated. If your policy hasn’t kept up with your life changes, your ex coul...
06/12/2026

Blended families can make life insurance complicated. If your policy hasn’t kept up with your life changes, your ex could accidentally receive money meant for your new partner, or some of your children could be left out entirely. Let’s review your options and make sure your policy reflects your current family.

A lump-sum life insurance payout gives your family choices. Pay off the mortgage. Cover medical bills. Take time off wor...
06/10/2026

A lump-sum life insurance payout gives your family choices. Pay off the mortgage. Cover medical bills. Take time off work to grieve. Invest for the future. They decide—not a court, not a lawyer, not the government. Call me today to review your life insurance options.

Life insurance is designed to make the claims process simple. No attorneys. No court appearances. No waiting for assets ...
06/03/2026

Life insurance is designed to make the claims process simple. No attorneys. No court appearances. No waiting for assets to be “released.” Just a straightforward claim and a beneficiary-friendly check. Call me today to review your life insurance options.

New grandkids, new goals. Add protection that keeps up. Many life insurance policies include riders to cover children an...
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.

Did you know some policies let you adjust coverage without starting over? Universal life insurance policies offer flexib...
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.

Average funeral: $10k. Final medical bills: $5k-$50k. Mortgage balance: $150k. If your life insurance doesn’t cover all ...
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.

Assets you’ll never touch. Money set aside for the kids. That IRA you haven’t looked at in 10 years. When an asset falls...
05/20/2026

Assets you’ll never touch. Money set aside for the kids. That IRA you haven’t looked at in 10 years. When an asset falls into your “never” bucket, it needs to be structured to transfer to your heirs tax free. If not, they could end up paying for avoidable planning mistakes. Call me today to review your life insurance options. bankerslife.com/life-insurance

You’re leaving the farm to your grandkids. Beautiful. But are they also inheriting a massive tax bill? Property taxes, c...
05/18/2026

You’re leaving the farm to your grandkids. Beautiful. But are they also inheriting a massive tax bill? Property taxes, capital gains, and estate taxes can force families to sell land they want to keep. Life insurance can cover those costs so the legacy stays intact. bankerslife.com/life-insurance
Call me today to review your life insurance options.

Your life today probably looks different than it did when you bought your life insurance. Let’s make sure your address, ...
05/13/2026

Your life today probably looks different than it did when you bought your life insurance. Let’s make sure your address, contact information, beneficiary designations, coverage amounts, and other policy details still match your life and goals. Call me today to review your life insurance options.

As one of the 2026 Top Women Financial Advisors, I’m passionate about growing the next generation of women in our indust...
03/18/2026

As one of the 2026 Top Women Financial Advisors, I’m passionate about growing the next generation of women in our industry. If you’re exploring a meaningful career where you can help people build financial confidence, let’s connect.

Address

16 Commerce Boulevard #3
Middleboro, MA

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+17744359000

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