Trisa Jackson- Bankers Life Securities Financial Representative

03/15/2022

As one of the 2022 Top Women Financial Advisors at Bankers Life, I understand the challenges women face as they plan for a secure and comfortable retirement. Women's retirement outcomes can be influenced by social and economic factors. Check out this article for information on the retirement challenges that women face: https://www.centerforasecureretirement.com/Posts/8-Unique-Retirement-Challenges-That-Women-Face?utm_source=Hearsay+&utm_medium=Social+&utm_campaign=Top+Women+Financial+Advisors+

Planning for retirement with these eight retirement challenges in mind can help women reach their financial and lifestyle goals.

03/11/2022

Are you a Financial Representative looking for a new opportunity? At Bankers Life, women account for over 40% of our field force. Be part of a strong and growing network of women financial advisors by joining Bankers Life Securities. As one of the 2022 Top Women Financial Advisors, I invite you to message me with any questions, or get started by applying here:
https://careers.bankerslife.com/careershome/Registration?folderId=2088&source=Hearsay&tags=social+media

03/08/2022

One study found that women generally allocate more of their finances to savings than men (41% versus 35%), yet they invest far less in riskier assets with potentially greater returns (25% versus 32%).

As one of the 2022 Top Women Financial Advisors at Bankers Life, my goal is to help women grow more confident that they can take control of their personal finances. Check out this article for three ways women can manage their personal finances: https://www.cnbc.com/2021/03/08/personal-finance-money-advice-for-women-how-to-start-investing.html?utm_source=Hearsay+&utm_medium=Social+&utm_campaign=Top+Women+Financial+Advisors+

03/04/2022

As one of the 2022 Top Women Financial Advisors at Bankers Life, I understand that when it comes to financial planning, women have unique needs. Ladies, check out this post from the Bankers Life blog that shares four ways women can help protect their finances in 2022. Let me know if you have questions! https://www.bankerslife.com/insights/personal-finance/4-ways-women-can-help-protect-their-finances-in-2022/?utm_source=Hearsay+&utm_medium=Social+&utm_campaign=Top+Women+Financial+Advisors+

03/01/2022

I’m excited to be part of the 2022 Top Women Financial Advisors at Bankers Life. The recognition is awesome, but I love what I do: helping my clients build a financially secure future. https://www.bankerslife.com/insights/personal-finance/4-tips-for-making-financial-wellness-a-reality/?utm_source=facebook&utm_medium=social&utm_content=937625-1808727&utm_campaign=hearsay

I enjoy helping them put their best foot forward financially. Check out this post from the Bankers Life blog on making financial wellness a reality in 2022. Let me know if you have any questions!

After a tumultuous year-and-a-half, some aspects of your life may be feeling a bit more normal these days. Maybe you’re once again dining out, visiting Make financial wellness a reality in 2021 despite economic uncertainties.

02/22/2022

Do you or your partner have financial secrets? As one of the 2022 Top Women Financial Advisors at Bankers Life, I can show you strategies on how to recover if a money secret is impacting your financial security. In this article, the Center for a Secure Retirement breaks down the signs of “money secrets” and talks about preventing them from popping up in the first place. https://www.centerforasecureretirement.com/Posts/How-Money-Secrets-Can-Impact-Your-Financial-Future-Together?utm_source=Hearsay+&utm_medium=Social+&utm_campaign=Top+Women+Financial+Advisors+

Spotting the signs of money secrets can allow couples to take necessary steps toward creating a more secure foundation for their future.

02/18/2022

Bankers Life has a large and growing network of female agents, and as one of the 2022 Top Women Financial Advisors, I invite you to join us! Help clients build a financially secure future—all while achieving a financially rewarding career. Message me if you’re interested or have questions.

02/15/2022

Are commonly believed myths messing up your finances? As one of the 2022 Top Women Financial Advisors at Bankers Life, I help clients with their finances as they plan for retirement. Check out our blog for six myths that could impact your retirement: https://www.bankerslife.com/insights/personal-finance/6-myths-that-could-impact-your-retirement-financial-planning/?utm_source=Hearsay+&utm_medium=Social+&utm_campaign=Top+Women+Financial+Advisors+

02/10/2022

Our parent company, CNO Financial Group and its subsidiaries, received an upgraded rating by AM Best. We are now an A rated carrier, which means from a financial strength perspective we are rated as Excellent! Review the press release for more details here: https://cno.mediaroom.com/2022-01-31-AM-Best-Upgrades-Ratings-of-CNO-Financial-Group-to-A-Excellent

02/08/2022

Ladies, when it comes to financial planning, you may face unique challenges that make it difficult to prepare for retirement. As one of the 2022 Top Women Financial Advisors at Bankers Life, I understand these challenges and can provide options to help women avoid potential missteps that could impact their retirement.

Check out this Bankers Life blog post for some advice that may help. Let me know if you have any questions! https://www.bankerslife.com/insights/personal-finance/5-potential-financial-missteps-women-should-avoid/?utm_source=Hearsay+&utm_medium=Social+&utm_campaign=Top+Women+Financial+Advisors+

02/04/2022

Too many people use a “set-it-and-forget-it” strategy with their money. The truth is, you should have short-term, mid-range, and long-term goals. As one of the 2022 Top Women Financial Advisors at Bankers Life, let me review your options to help achieve your financial goals. Check out our blog and learn all about how an annual financial review is your best friend when it comes to helping meet your goals! https://www.bankerslife.com/insights/personal-finance/annual-financial-review-can-help-you-reach-your-goals/?utm_source=facebook&utm_medium=social&utm_content=937625-1808738&utm_campaign=hearsay+

Whether it’s planning your retirement or planning for a new TV, an annual financial review can help you reach your goals.