Bankers Life

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.

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

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.

05/20/2026

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

05/18/2026

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.

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.

05/11/2026

One bucket gets taxed when your heirs inherit. The other doesn’t. If you don’t know which bucket your money is in—qualified (IRA, 401k) or non-qualified (life insurance, Roth)—you can’t plan properly. Call me today—and let’s talk through it. bankerslife.com/life-insurance

05/08/2026

Discover how digital transformation is revolutionizing retirement planning. From instant reporting to automated investment management, learn how technology makes managing your money easier and more personal.

Do you remember the days when managing your retirement and investment accounts meant endless phone calls, in-person meetings, and waiting for paper Explore how digital transformation simplifies retirement planning and wealth management with instant reporting, automation, and more.

05/08/2026

If you turned 72 in 2023, your RMD age is 73. By 2033, it’ll be 75. The SECURE Act 2.0 keeps shifting the rules, giving you extra years to grow your accounts and plan for the tax hit your heirs could face. Life insurance can help offset those future taxes and protect the legacy you want to leave. Call me today to review smart ways to incorporate it into your distribution strategy. bankerslife.com/life-insurance

05/07/2026

When a loved one passes, how life insurance benefits are paid out matters. Understanding your settlement options can help bring clarity and financial confidence during a difficult time.
Learn what every family should know from Colonial Penn, part of CNO Financial Group’s family of brands.

The benefit from a life insurance policy can provide crucial financial support when someone you love passes away. However, getting the most out of that

05/06/2026

Most term policies end between ages 65—75. Then what? If you still have people depending on you—or debts to cover—you might need permanent coverage. Let’s explore your options before your term runs out. Call me today to review your life insurance options.

05/06/2026

Life insurance isn’t one-size-fits-all. Riders can help customize your coverage with added flexibility and protection. Learn what they are and which may be worth considering.

When you buy a life insurance policy, you’re not just choosing a death benefit. You may also have the option to add life insurance riders—optional Life insurance riders can add flexibility and protection. Explore common rider types, costs, and how to decide what makes sense for your policy.

05/05/2026

The life insurance industry is growing—and so are the opportunities.

As more individuals and families seek guidance to protect their financial futures, the demand for knowledgeable, trusted professionals continues to rise.

At Bankers Life, we’re proud to be part of an industry that offers long term stability, meaningful work, and the chance to make a real impact. If you’re looking for a career with purpose, growth potential, and support every step of the way, explore opportunities with Bankers Life today.

The United States life insurance market hit USD 1.54 Trillion in 2025 and is expected to grow at a 5.20% CAGR, reaching USD 2.56 Trillion by 2035.

05/04/2026

This Older Americans Month, we’re celebrating the 2026 theme: Champion Your Health.

At Bankers Life, we support retirees with personalized guidance to help protect their health, finances, and future—so they can live confidently at every stage.

Connect with a Bankers Life agent to start the conversation: https://branches.bankerslife.com/

04/30/2026

When your aging parent experiences a crisis, it’s challenging to think clearly. However, you still may need to make fast, critical decisions about your parent’s medical care or legal and financial affairs. This checklist will help ensure you’re prepared.

Whether it’s due to a health crisis, a fall, or cognitive confusion, getting a phone call about a crisis involving your aging parent or relative is often This 13 step checklist will help you be prepared if your aging parent or relative experiences a crisis.

04/29/2026

Planning for retirement? Some expenses may surprise you.

USA TODAY breaks down retirement costs many people forget to plan for—and why it pays to look beyond the basics. Bankers Life helps you prepare for what’s expected and what’s not.

You probably know to factor certain costs into your budget, like utilities and car insurance. But some key retirement expenses may slip off your radar.

04/29/2026

Some beneficiaries are being issued new Medicare ID numbers and brand‑new cards — and scammers know it. Federal officials say 1.3 million Americans will receive new Medicare cards. How to spot the real thing in this post.

04/28/2026

Our Annual Sales Convention isn’t just a trip, but an opportunity to reward and celebrate our top professionals for the hard work they put in all year. It’s a reminder of what’s possible with the right support and momentum! Want to be here next year? Learn more at careersatbankerslife.com

04/28/2026

Choosing the right guidance matters—especially when it comes to your future. Hear directly from customers about what it’s like to work with a Bankers Life agent.

04/27/2026

Roth conversions became popular after the 2018 tax cuts, but recent legislation means those tax reductions will no longer expire in 2026. Our article explains what a Roth conversion is, why it gained traction, and how the new rules may change your long-term planning. Read the full breakdown to decide if a conversion still makes sense for you.

After federal income tax cuts in 2018, Roth conversions became a popular way for people to take advantage of what was expected to be a temporary low-tax Consider how tax changes for 2026 may impact your decision to do Roth conversions.