Jerome Wallace - Bankers Life Agent and BLSecurities Financial Rep

Jerome Wallace - Bankers Life Agent and BLSecurities Financial Rep My goal is to offer solutions that meet your needs today and for the life of your retirement.

I believe in building a personal relationship with you as my client, so I can better understand your retirement goals and help you get there with confidence.

Be aware of the "infinite money glitch" and other scams circulating. Learn more in our recent blog post!
01/30/2025

Be aware of the "infinite money glitch" and other scams circulating. Learn more in our recent blog post!

In recent months, a term called the "infinite money glitch" has been circulating on social media, capturing the attention of many. This term refers to We’ve got an overview of the “infinite money glitch” scam and 8 tips for consumers to protect themselves.

Your personal information is valuable! In honor of  , brush up on our tips to help you protect your personal information...
01/28/2025

Your personal information is valuable! In honor of , brush up on our tips to help you protect your personal information online.

✔️ Use strong passwords
✔️ Enable multi-factor authentication
✔️ Protect devices with latest security patches & software updates
✔️ Avoid public wi-fi
✔️ Be vigilant about scams
✔️ Keep devices in secure places
✔️ Monitor accounts & always log out

01/23/2025

At Bankers Life, I have the opportunity to help people secure their financial future. See what it’s like to work with us in this short video and contact me or visit careersatbankerslife.com to learn more.

Take a peek at a few ways to win with money as a household with two incomes and no kids.  ***S
01/21/2025

Take a peek at a few ways to win with money as a household with two incomes and no kids. ***S

As fertility rates hit a historic low in 2024, the dual income, no kids (D***S) lifestyle is on the rise. According to a recent poll, 43% of unmarried Explore strategic paths to grow wealth as a household with a dual income and no kids. Consider these steps to advance your finances as you grow older...

Are you itching to go somewhere with sweeping snowy landscapes? Check out our blog for 20 important winter travel tips s...
01/14/2025

Are you itching to go somewhere with sweeping snowy landscapes? Check out our blog for 20 important winter travel tips so you can enjoy a fun and safe seasonal adventure.

Are you itching to go somewhere with sweeping snowy landscapes, cozy chalets, and winter adventure? Traveling during the frosty season can be wondrous, Check out these 20 winter travel tips so you can enjoy a fun and safe seasonal adventure.

Make 2025 your financial year with these tips for financial wellness.
01/09/2025

Make 2025 your financial year with these tips for financial wellness.

2024 is quickly coming to a close putting finances at the forefront. With holiday planning underway, many find themselves hoping for smooth sailing. Prepare for 2025 with our year-end financial tips. Budget for the holidays, get organized and make next year a financially positive one for your family...

Isolation isn’t good for us—especially during the cold winter months. Make the effort to get out and maintain your socia...
01/07/2025

Isolation isn’t good for us—especially during the cold winter months. Make the effort to get out and maintain your social connections with others. Here are some tips to help.

No matter where you live and what the weather is like, it can be all too easy to fall prey to feelings of loneliness, isolation, and depression during the Keep loneliness at bay by following these tips to maintain social connections with others all winter long.

Set a New Year’s resolution that will help you prepare for a secure retirement! Contact me to learn about products and s...
01/02/2025

Set a New Year’s resolution that will help you prepare for a secure retirement! Contact me to learn about products and solutions that can help you get more mileage out of your retirement income.

As 2024 draws to a close, it’s the perfect time to perform a comprehensive review of your insurance policies. Do your cu...
12/26/2024

As 2024 draws to a close, it’s the perfect time to perform a comprehensive review of your insurance policies. Do your current policies align with your evolving circumstances and needs? If you have questions or concerns, message me for help!

I’d like to wish you a joyous holiday season and health and happiness in the new year. Thank you for giving me the oppor...
12/24/2024

I’d like to wish you a joyous holiday season and health and happiness in the new year. Thank you for giving me the opportunity to serve you in 2024!

Unsure about the types of annuities out there? We’ve got it broken out here:
12/19/2024

Unsure about the types of annuities out there? We’ve got it broken out here:

Annuities can offer steady income during retirement. Learn more about the different types of annuities: fixed, variable, fixed index, and immediate.

Address

570 Polaris Pkwy Ste 100
Westerville, OH
43068

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+16147493211

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