Lee Giordano, Bankers Life Financial Representative

10/08/2024

When should you purchase Medicare Supplement insurance? The timeframe for Medigap Open Enrollment is different than Medicare, which causes confusion for many. Check out this blog and contact me to talk through the details.

Medicare Supplement, also called Medigap, is a type of supplemental health insurance that complements your primary medical coverage. While this additional When can you enroll in a Medigap plan? Find out what you need to know about the Medicare Supplement enrollment period.

10/08/2024

How are annuities taxed? Learn more about the tax implications of qualified and nonqualified annuities and how to minimize your tax liability.

How are annuities taxed? Learn the tax implications of qualified and nonqualified annuities and how to minimize your tax liability.

10/03/2024

Cybercrime is rising. Discover a couple of ways to avoid financial vulnerability with these helpful tips.

While managing finances can be complex, protecting your finances is proving to be even more difficult in 2024. This year, a social security breach exposed With a rise in cybersecurity attacks, discover ways to protect your financial information from scammers with these helpful tips from Bankers Life...

10/03/2024

If you’ve entered your retirement years, you may think your dog-owning days are over. But there are major benefits to having a canine companion in retirement. Take a look.

Each October, the American Humane Society recognizes Adopt A Shelter Dog Month, highlighting the millions of dogs who are waiting in animal shelters and Adopting a dog from your local animal shelter is a great way to help boost your own physical, emotional, and cognitive health in your retirement ye...

09/26/2024

As November 5 draws near, campaign commercials, news coverage, and heated social media posts may not be the only things stressing you out. For investors, election years are historically challenging, so check out our blog for 5 tips that can help you navigate the uncertainty with confidence.

As November 5 draws near, campaign commercials, news coverage, and heated social media posts may not be the only things stressing you out. For investors, During election years, making levelheaded financial decisions is more important than ever. Check out these 5 tips for investing in an election yea...

09/24/2024

Take a peek at a few ways to win with money as a household with two incomes and no kids. ***S

As fertility rates hit a historic low in 2024, the dual income, no kids (D***S) lifestyle is on the rise. According to a recent poll, 43% of unmarried Explore strategic paths to grow wealth as a household with a dual income and no kids. Consider these steps to advance your finances as you grow older...

09/19/2024

As a Bankers Life agent, I have the opportunity to help people secure their financial future. See what it’s like to work with us in this short video and contact me or visit careersatbankerslife.com to learn more.

09/17/2024

As seasons change, it’s a great time to consider how to plan for upcoming financial demands (cough, cough, holidays) while maintaining a disciplined approach to long term planning. Send me a message to schedule an appointment!