Bankers Life

06/05/2026

Being a life insurance beneficiary comes with responsibilities—financial and emotional. This article from Colonial Penn, part of CNO Financial Group’s family of brands, outlines what to do, what to expect, and a simple checklist to help you prepare long before you need to. Planning ahead is an act of love.

It's not easy to think about losing a parent, let alone talk about it. But when an adult child is a beneficiary of a parent's life insurance policy, it

06/04/2026

More people than ever are balancing care for aging parents while raising their own families. If that’s you, you don’t have to figure it out alone. When you're ready, we're here.

06/04/2026

Bankers Life Advisory Services, Inc., has been featured on USA TODAY’s 2026 list of Best Financial Advisory Firms. This national recognition reflects strong, sustained growth and the trust of clients and peers alike.

If you’re looking to grow your career with a firm that’s recognized, respected, and built for long-term success, there’s never been a better time to explore opportunities with Bankers Life.

Join a team where your potential can truly stand out.

Investing is risky business. These top-ranked financial advisers can help you invest wisely.

06/03/2026

That extra $1? It’s not as small as it sounds. A change in income could impact what you pay for Medicare. Understanding how it works can help you avoid surprises down the road. More here!

06/03/2026

Retirement taxes don’t have to be a guessing game. A Roth IRA conversion lets you pay taxes now for the potential of tax-free withdrawals later. Our blog post explains partial vs. full conversions, timing, and key rules (RMDs, 5-year clock, IRMAA). Read to see if this strategy fits your plan.

The goal of saving for retirement seems straightforward: Build as big of a nest egg as you can. But as retirement draws closer, things can feel more Learn how a Roth IRA conversion works, when it makes sense, and the key tax rules to consider. Explore timing, benefits, and FAQs to support your goals...

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.

06/02/2026

For more than two decades, Bankers Life has proudly partnered with the Alzheimer's Association—contributing more than $8 million to support their mission. This June, during Alzheimer’s & Brain Awareness Month, we honor the more than 57 million people worldwide living with dementia—and the families who stand beside them. Learn how our Bankers Life Forget Me Not Days® campaign is making a difference: https://www.bankerslife.com/about-us/community-partnerships/forget-me-not-days/

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.

06/01/2026

What monthly income would help you feel more confident in retirement?

Annuities offer one way to add predictability and confidence to your retirement income plan.

Connect with a local Bankers Life financial professional to learn more: https://branches.bankerslife.com/

05/29/2026

Happy National 529 Day! 🎓

Planning ahead for education can make a big difference. A 529 plan offers flexibility, potential tax advantages, and opportunities for long-term growth.

Connect with a Bankers Life Securities financial professional to learn more. https://www.bankerslife.com/bankers-life-securities/

Insurers and their representatives are not permitted by law to offer tax or legal advice. The general and educational information here supports the sales, marketing or service of insurance policies. Based upon individuals' particular circumstances and objectives, they should seek specific advice from their own qualified and duly-licensed independent tax or legal advisors.

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.

05/28/2026

Part of the sandwich generation? You're not alone.
Check out 7 smart strategies to simplify financial caregiving, reduce stress, and protect your future—while caring for the people who count on you.

In 2026, more Americans than ever are finding themselves in the "sandwich generation"— those simultaneously caring for aging parents while supporting Smart strategies to help the sandwich generation manage financial caregiving, reduce stress, and support loved ones while protecting their own futur...

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.

05/27/2026

Choosing a long-term care facility doesn’t have to be stressful. Whether you're exploring options for yourself or a loved one, understanding the types of care available—from home services to continuing care communities—can help you make the right decision.

Deciding on long-term care needs can feel overwhelming, especially when you're balancing health needs, lifestyle preferences, and financial resources. Explore how to choose the right long-term care facility by understanding medical, emotional, financial, and lifestyle factors. Learn about types of c...

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.

05/14/2026

WE ONLY RUN WITH CHAMPIONS! 🏆 Big shoutout to the squad for crushing their goals—hard work doesn’t just go noticed around here, it gets celebrated! The team took over the town for a well-deserved dinner to toast to our latest wins, and now we’re looking for more high-performers to join the pack. If you’re a hard-working individual ready to be rewarded for your hustle in a winning culture with epic perks, your seat at the table is waiting

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

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