Tate Duvall, Bankers Life Agent

07/02/2024

Ever heard of a mini retirement? It’s something you may want to consider. Read more here:

To help you get a better idea of the retirement lifestyle that's right for you, here's a look at three forms of retirement that most individuals pursue.

06/27/2024

Determining your ideal monthly retirement income is essential to your quality of life and enjoyment in retirement. Read our blog for more.

The ideal monthly retirement income for a couple differs for everyone. Learn what factors to consider to help you determine your ideal amount.

06/25/2024

Phased retirement—which involves gradually shifting away from your job and into your retired life over time—has become more popular. Read more about it here and message me to discuss how we can help you prepare for retirement.

Taking a phased retirement can have several benefits. Here's what to know about this trend to help you decide whether it's right for you.

06/20/2024

Have you ever heard of a Naturally Occurring Retirement Community, aka a NORC? Check out our blog to learn how NORCs are helping seniors age in place.

In Boston, around 350 residents are preserving their independence and ability to age in place by joining Beacon Hill Village, a member-led community of NORCs help support seniors so they can maintain their independence and comfortably remain in their homes. Read to see if joining is right for you.

06/18/2024

Election stress and anxiety affect many Americans. As the 2024 presidential election approaches, check out our blog for six strategies can help you cope.

Do you notice your shoulders tightening or your pulse quickening when you turn on the news? Do you toss and turn at night, unable to stop ruminating over Election stress and anxiety affect many Americans. As the 2024 presidential election approaches, these six strategies can help you cope.

06/13/2024

Unlike a traditional retirement, which is a permanent departure from the workforce, a mini retirement is temporary. Learn more here:

The mini retirement trend—a preretirement career break—has been rising in popularity. Here's what to know to help you decide whether it's right for you.

06/11/2024

Are you caring for an aging parent or another loved one with Alzheimer’s Disease? Take a look at our recent blog post sharing helpful tips and advice.

If you have a loved one with Alzheimer’s disease, you already know this condition is extremely hard to deal with not only for the person themselves, but If you’re caring for a family member with Alzheimer’s, don’t let your own well-being fall by the wayside. Here are some caregiver tips to h...

06/06/2024

Older Americans scored 12% out of a possible 100% on a short quiz about annuities, showing a concerning lack of knowledge about this important financial vehicle. Do you understand what annuities are, how they work, and how they can help support a secure retirement?

Contact me today, and we can discuss how an annuity may help improve your financial security.

Annuities are a key part of the retirement system. In fact, Social Security is an annuity. But few of us even understand, let alone buy them.

05/28/2024

Less than one-third of Americans are saving for long-term care.* By planning now and having discussions with your loved ones, you’ll be better prepared for any difficult decisions. Reach out to me to learn more! https://bit.ly/4aUv8Ju

05/23/2024

Have you considered Juvenile Life insurance in the past? Explore a few ways this vehicle could help build financial security for your family.

As a parent, you want a solid financial foundation for your child. Juvenile life insurance is one tool for you to consider to create financial stability.

05/21/2024

"One of the biggest factors that drives wealth depletion during retirement is health care costs."

Contact me to learn about products that can help protect your financial security and legacy!

The 'great wealth transfer' may not happen the way Gen Z, millennials hope. Boomers face medical costs that may erode inheritances they hope to give.

05/14/2024

Whether we meet across your kitchen table or virtually, I will cater to your personalized needs and preferences. You can rest assured you’ll learn about insurance products and solutions that are appropriate for you and your family. Contact me to schedule a meeting!