Halie Holmes - Bankers Life Agent

Halie Holmes - Bankers Life Agent Secure Your Future with Confidence. Confused by Medicare or worried about retirement? You don’t have to figure it out alone.

As a licensed professional with Banker Life and Casualty company I specialize in providing the professional guidance you deserve. I am an agent licensed to sell insurance through Bankers Life and Casualty Company. I am acting as an agent and the views expressed are my own and not that of Bankers Life. Bankers Life is a marketing brand of various subsidiaries of CNO Financial Group, Inc., including

Bankers Life Securities, Inc., Bankers Life Advisory Services, Inc., Bankers Life and Casualty Company and select policies sold in New York by Bankers Conseco Life Insurance Company (BCLIC). BCLIC is authorized to sell insurance in New York. Non-affiliated insurance products are offered through Bankers Life Securities General Agency, Inc. (dba BL General Insurance Agency, Inc., AK, AL, CA, NV, PA). Securities and variable annuity products and services are offered by Bankers Life Securities, Inc. Member FINRA/SIPC, (dba BL Securities, Inc., AL, GA, IA, IL, MI, NV, PA). Advisory products and services are offered by Bankers Life Advisory Services, Inc. SEC Registered Investment Adviser (dba BL Advisory Services, Inc., AL, GA, IA, MT, NV, PA). Home Office: 111 E Wacker Dr., Suite 1800, Chicago, IL 60601. Bankers Life Securities Customer Call Center: (844) 553-9083. Investments are: Not Guaranteed—Involve Risk—May Lose Value

One bucket gets taxed when your heirs inherit. The other doesn’t. If you don’t know which bucket your money is in—qualif...
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

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 ...
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

Most term policies end between ages 65—75. Then what? If you still have people depending on you—or debts to cover—you mi...
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.

You want your family to farm that land for generations, but will they be able to afford it? Property taxes, estate taxes...
04/29/2026

You want your family to farm that land for generations, but will they be able to afford it? Property taxes, estate taxes, and capital gains can force sales. Life insurance pays those bills so the farm stays in the family. Call me today to review your life insurance options. bankerslife.com/life-insurance

With National Life Insurance Day tomorrow, it’s a good reminder to check in on your coverage and your goals.If it’s been...
04/28/2026

With National Life Insurance Day tomorrow, it’s a good reminder to check in on your coverage and your goals.

If it’s been a while since you reviewed your coverage—or you’re exploring life insurance for the first time—now’s a great time to take the next step.

Message us and let’s review your options.

One checkbox can change who actually gets paid. A fast beneficiary tune-up helps ensure proceeds go to the right people,...
04/27/2026

One checkbox can change who actually gets paid. A fast beneficiary tune-up helps ensure proceeds go to the right people, the right way. Call me today to review your life insurance options.

If your life insurance policy is 5+ years old, your life has probably changed—and your policy may need to catch up. A 10...
04/24/2026

If your life insurance policy is 5+ years old, your life has probably changed—and your policy may need to catch up. A 10-minute review can confirm whether your beneficiary options are current, your coverage still fits your goals, and your policy is structured the way you intend. Call me today to review your life insurance options.

Annuities can feel complex, but for many retirees, they can provide stability and confidence. In honor of , here are fi...
04/21/2026

Annuities can feel complex, but for many retirees, they can provide stability and confidence. In honor of , here are five reasons an annuity may be worth considering:

1. Principal protection
2. Tax-deferred growth potential
3. Protection from market volatility
4. Predictable income—possibly for life
5. Legacy protection through a death benefit

Let’s connect to see how an annuity may support your financial goals.

Today is Day 💜 For 24 years, we’ve proudly supported the Alzheimer's Association and its mission to end Alzheimer’s an...
04/17/2026

Today is Day 💜 For 24 years, we’ve proudly supported the Alzheimer's Association and its mission to end Alzheimer’s and all other dementia. Stand with us to bring help and hope to millions affected.

Learn more about our partnership at https://www.bankerslife.com/about-us/community-partnerships/ and find resources at alz.org/endalz

If you’re saving $500/month and never touching it, where should that money go? Your NOW bucket covers everyday expenses....
04/17/2026

If you’re saving $500/month and never touching it, where should that money go? Your NOW bucket covers everyday expenses. But money you consistently set aside and don’t need could be working differently, growing tax-deferred or passing to family tax-free. That’s where the right life insurance strategy can make all the difference. Call me today and let’s review your options. bankerslife.com/life-insurance

You’ve got CDs earning 4%. Great. But are they also earning probate fees and tax bills? Assets “set aside for the kids” ...
04/15/2026

You’ve got CDs earning 4%. Great. But are they also earning probate fees and tax bills? Assets “set aside for the kids” often get stuck in probate or create unnecessary tax exposure. Life insurance does the same job—without the headaches. Call me today to review your life insurance options.
bankerslife.com/life-insurance

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500 Penn Center Boulevard Suite 300
Pittsburgh, PA
15235

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(412)3362073

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