Bankers Life Bay Area

Bankers Life Bay Area We are agents licensed to sell insurance through Bankers Life and Casualty Company.

We are acting as an agent and the views expressed are our own and not that of Bankers Life.

06/16/2024
Great training today from Unit Field Trainer Jordan Holston on Fact Finding. Understanding how to gather information to ...
02/19/2024

Great training today from Unit Field Trainer Jordan Holston on Fact Finding. Understanding how to gather information to help your client have the best retierment is essential. Jordan Holston Bankers Life Modesto, CaliforniaAndrew Jones

Millennials, Generation x, and Baby Boomers are all facing investment challenges in 2023. Read more to discover tools yo...
09/01/2023

Millennials, Generation x, and Baby Boomers are all facing investment challenges in 2023. Read more to discover tools you can use to maximize your saving power.

Retirement has been a hot topic lately as Americans navigate economic uncertainty and increasing inflation. The average retirement age has already Read to explore three retirement trends emerging in 2023 that can aid Millennials, Generation X, and Baby Boomers in their investment journey.

Have you considered prepaying for your funeral? A bit of advanced planning could go a long way toward helping ease the b...
09/01/2023

Have you considered prepaying for your funeral? A bit of advanced planning could go a long way toward helping ease the burden on your loved ones.

Thinking about your funeral or that of a loved one is oven the last thing most people want to discuss. However planning and paying for funeral and burial

If a disaster struck in your neighborhood, would you and your family know where to meet up if you needed to flee your ho...
09/01/2023

If a disaster struck in your neighborhood, would you and your family know where to meet up if you needed to flee your home? What about contacting relatives? We’ve got nine steps for you to create an emergency contact, communication and evacuation plan now!

We’ve seen the devastating footage of the wildfires in Maui, Hawaii and how residents and visitors were given zero notice of the impending emergency. With the wildfire tragedy in Hawaii, having an emergency contact plan is crucial. We’ll explain what you need and how to implement it.

Retirement tips for when you're ready to step away from your small business.
08/30/2023

Retirement tips for when you're ready to step away from your small business.

Small business owners may have more to think about than others when it comes to retirement. Consider these retirement tips as you look to the future.

Whether you’re 20 or 60—or anywhere in between—you have a need for life insurance! Check out our blog for details.
08/30/2023

Whether you’re 20 or 60—or anywhere in between—you have a need for life insurance! Check out our blog for details.

You’re a legal adult at age 18, you can drink alcohol when you turn 21, you can run for U.S. president at 35, and you can start receiving Social Security No matter your age or stage of life, life insurance should be part of your story. Read to learn about life insurance at every age.

Bankers Life presents the 30 under 30 class of 2023! These exceptional agents may be young, but they’re experts at helpi...
08/30/2023

Bankers Life presents the 30 under 30 class of 2023! These exceptional agents may be young, but they’re experts at helping retirees protect their financial futures. Join us in celebrating this elite group!

According to the U.S. Department of Health and Human Services, seven out of every 10 people will require long-term care....
08/30/2023

According to the U.S. Department of Health and Human Services, seven out of every 10 people will require long-term care.* Start preparing for the future by having important conversations with your loved ones today: https://bit.ly/3s0NNBR

If you experience a hospital stay, would your health plan leave you exposed to high deductibles, copays and coinsurance ...
08/28/2023

If you experience a hospital stay, would your health plan leave you exposed to high deductibles, copays and coinsurance that could impact your retirement savings? If yes, help protect your financial security with hospital indemnity insurance. Learn how this product works here: https://bit.ly/3DMqz51

Address

5000 Hopyard Road
Pleasanton, CA
94588

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

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