Bankers Life & Casualty

Bankers Life & Casualty I'm dedicated to helping my clients protect their financial security as they prepare for retirement.

I hold myself to the highest level of personal & professional integrity & promise only to recommend solutions that are in my clients best interest.

Remember when your kids could “stretch” an inherited IRA over their lifetime? That’s no longer the case. Now they must w...
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

It sounds like legal jargon, but it’s actually about your grandkids. If one of your children predeceases you, does their...
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.

Our most savvy clients draw down their IRAs during their lifetime—and leave life insurance to their heirs. Why? Because ...
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

Equal shares aren’t always fair. IRA, house, life insurance—your family deserves a plan that’s smart and tax-efficient. ...
07/15/2026

Equal shares aren’t always fair. IRA, house, life insurance—your family deserves a plan that’s smart and tax-efficient. Let’s review your life insurance options today. bankerslife.com/life-insurance

Do you want your grieving family hunting for documents and filing court paperwork? Life insurance keeps things simple: o...
07/13/2026

Do you want your grieving family hunting for documents and filing court paperwork? Life insurance keeps things simple: one claim form, one payout, no probate. That’s how you protect them emotionally AND financially. Call me today to review your life insurance options.

Your family just lost you. Now they wait 6+ months for probate to release funds? Life insurance skips probate entirely. ...
07/10/2026

Your family just lost you. Now they wait 6+ months for probate to release funds? Life insurance skips probate entirely. Benefits go directly to beneficiaries—often within weeks, not months. That’s how you protect them when they need it most. Call me today to review your life insurance options.

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 ...
07/08/2026

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

If your family had to handle everything tomorrow, would it be simple—or stressful? The right setup can help benefits be ...
07/01/2026

If your family had to handle everything tomorrow, would it be simple—or stressful? The right setup can help benefits be paid directly to loved ones, often faster and with fewer hurdles. Call me today to review your life insurance options.

Your family gets every dollar. No IRS taking 30%. No probate taking 5%. Just tax-free cash. That’s the power of life ins...
06/29/2026

Your family gets every dollar. No IRS taking 30%. No probate taking 5%. Just tax-free cash. That’s the power of life insurance—full value, no deductions, when they need it most. Call me today to review your life insurance options. bankerslife.com/life-insurance

You can’t control when you’re gone. But you can control what you leave behind. Life insurance isn’t about you. It’s abou...
06/24/2026

You can’t control when you’re gone. But you can control what you leave behind. Life insurance isn’t about you. It’s about them. It’s the gift of not having to worry about money during the hardest time of their lives. Call me today to review your life insurance options.

Address

301 N Cattelmen Road Suite 106
Sarasota, FL
34232

Opening Hours

Monday 8:30am - 7pm
Tuesday 8:30am - 7pm
Wednesday 8:30am - 7pm
Thursday 8:30am - 7pm
Friday 8:30am - 7pm
Saturday 8:30am - 12pm

Telephone

+19415679855

Website

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