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.

Most people say right, but their money is stuck on the left. With the right life insurance strategy, we can fix that. Ca...
06/15/2026

Most people say right, but their money is stuck on the left. With the right life insurance strategy, we can fix that. Call me today to review your options.
bankerslife.com/life-insurance

Blended families can make life insurance complicated. If your policy hasn’t kept up with your life changes, your ex coul...
06/12/2026

Blended families can make life insurance complicated. If your policy hasn’t kept up with your life changes, your ex could accidentally receive money meant for your new partner, or some of your children could be left out entirely. Let’s review your options and make sure your policy reflects your current family.

A lump-sum life insurance payout gives your family choices. Pay off the mortgage. Cover medical bills. Take time off wor...
06/10/2026

A lump-sum life insurance payout gives your family choices. Pay off the mortgage. Cover medical bills. Take time off work to grieve. Invest for the future. They decide—not a court, not a lawyer, not the government. Call me today to review your life insurance options.

Life insurance is designed to make the claims process simple. No attorneys. No court appearances. No waiting for assets ...
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.

New grandkids, new goals. Add protection that keeps up. Many life insurance policies include riders to cover children an...
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.

Did you know some policies let you adjust coverage without starting over? Universal life insurance policies offer flexib...
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.

Average funeral: $10k. Final medical bills: $5k-$50k. Mortgage balance: $150k. If your life insurance doesn’t cover all ...
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.

We’re proud to share that Bankers Life Advisory Services, Inc. was named to USA TODAY’s 2026 Best Financial Advisory Fir...
05/26/2026

We’re proud to share that Bankers Life Advisory Services, Inc. was named to USA TODAY’s 2026 Best Financial Advisory Firms list. This recognition reflects our team’s commitment to helping clients plan confidently for the future. Learn more here: https://www.usatoday.com/story/money/2026/04/14/top-best-financial-adviser-firms-2026/89482619007/

*USA Today’s "Best Financial Advisory Firms" awards, in partnership with Statista, are based on independent surveys, client recommendations, and 5-year Assets Under Management (AUM) growth. Compensation was not provided for the rating itself. A licensing/marketing fee to Statista for the right to use the rating logo.

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...
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

You’re leaving the farm to your grandkids. Beautiful. But are they also inheriting a massive tax bill? Property taxes, c...
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.

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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