Oscar Batres Calderon - Bankers Life Securities Financial Representative

09/04/2026

Congratulations to Nic on officially completing his first year with Bankers Life!

After graduating college with a degree in music, Nic made a big career pivot into financial services. Making a move like that takes courage, resilience, and a willingness to step outside your comfort zone—and Nic has embraced the opportunity from day one.

Over the past year, he’s continued to show up with a great attitude, a strong work ethic, and a commitment to learning and growing. It’s been great watching him develop professionally and continue building his career.

Year 1 is officially in the books! Congratulations, Nic! Looking forward to seeing what you accomplish in Year 2 and beyond.

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

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.

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

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.

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

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

08/10/2026

A little downtown fun with some great people!

It’s always nice to step away from the day-to-day and treat a few individuals to a great evening filled with good food, laughs, and even better company.

08/06/2026

More Americans are concerned about whether their retirement savings will last.

At Bankers Life, we're growing our team of financial professionals to help people prepare for retirement and navigate the years ahead with greater confidence.

If you're looking for a career with purpose, impact, and the opportunity to help others achieve financial security, we'd love to hear from you.

A new report lists 41 states where seniors are likely to outlive their retirement savings.