Stephen Patch - Bankers Life Securities Financial Representative

06/02/2026

What monthly income would help you feel more confident in retirement?

Annuities offer one way to add predictability and confidence to your retirement income plan.

Message me to learn more!

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.

05/29/2026

Happy National 529 Day! 🎓

Planning ahead for education can make a big difference. A 529 plan offers flexibility, potential tax advantages, and opportunities for long-term growth.

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Insurers and their representatives are not permitted by law to offer tax or legal advice. The general and educational information here supports the sales, marketing or service of insurance policies. Based upon individuals' particular circumstances and objectives, they should seek specific advice from their own qualified and duly-licensed independent tax or legal advisors.

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.

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.

05/26/2026

Older Americans Month is a great reminder that small steps today can help support independence tomorrow. Explore planning tips for a fulfilling retirement.

Each May, Older Americans Month recognizes the contributions, resilience, and well-being of older adults—and it’s the perfect time to reflect on how Celebrate Older Americans Month with tips to support independence in retirement—planning for care, Medicare, finances, and an active, connected l...

05/21/2026

🎓 Congratulations to the Class of 2026!

Ready to hit the ground running? Start your career with Bankers Life and unlock your full potential in an industry that’s built for growth.

At Bankers Life, you’ll have access to:

• Award winning training, clear career paths, mentoring, and leading technology
• New leads delivered each month to help you build momentum
• Competitive commissions, retirement and health benefits, incentives, and unlimited earning potential
• Built in business support, including a personalized webpage, prospecting tools, email templates, and social media resources

Message me for more information or apply today at https://www.careersatbankerslife.com/

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

05/19/2026

One unexpected expense can have a bigger impact in retirement than you might expect.

Learn why planning ahead for emergencies is a key part of protecting your retirement income—and how the right strategy can help preserve your financial confidence.

Don’t let the unexpected derail your financial future. Discover 3 ways to prepare for emergency expenses in retirement

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.