Sonia Dimicoli, Unit Field Trainer, Insurance Producer.

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

08/06/2026

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.

08/05/2026

Never name your estate as your life insurance beneficiary. Why? It forces the payout through probate, which means —delays, legal fees, and public records. Life insurance should go directly to people, not through courts. Call me today to review your life insurance options.

08/04/2026

🐾 It’s National Dog Month!

The dog days of summer are a great time to slow down, enjoy the company of loved ones, and think about the future.

Whether you're planning for retirement, protecting your financial well-being, or preparing for what's ahead, a solid strategy can help you enjoy more of life's moments—with the people and pets you love.