Pete Pendleton at Bankers Life

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.

06/01/2026

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.

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.

05/27/2026

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.

05/20/2026

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.

04/29/2026

After federal income tax cuts in 2018, Roth conversions became a popular way for people to take advantage of what was expected to be a temporary low-tax Consider how tax changes for 2026 may impact your decision to do Roth conversions.

04/29/2026

Stay alert!

02/26/2026

How far will your Social Security really go in 2026? Rising costs, COLA changes, and where you live all impact your retirement income. Learn smart steps to stretch your benefits and plan with confidence.

For many retirees, Social Security remains a critical foundation of retirement income, but it was never designed to cover your full cost of living. The Social Security may not cover your full retirement needs. See how far your benefits will go in 2026 and what steps can help you close the income gap...

02/15/2026

You'd skip the home repair. Put off the doctor. Tighten the budget. But cutting back on helping hashtag ? Not a chance. Over half of Americans say supporting loved ones is impacting their hashtag savings. With the right plan, you don't have to choose. Find a financial professional near you today to review your retirement planning options.