Dustin Yancey, Bankers Life
Nearby finance companies
22911
Rolkin Court
Rolkin Court
Rolkin Court
Rolkin Court
Rolkin Court
I am an agent licensed to sell insurance through Bankers Life and Casualty Company. I am acting as a BCLIC is authorized to sell insurance in New York.
Bankers Life is the marketing brand of Bankers Life and Casualty Company, select policies sold by Colonial Penn Life Insurance Company and select policies sold in New York by Bankers Conseco Life Insurance Company (BCLIC). Policies are subject to state availability.
Have you ever wondered who protects investors—and how? If you invest, it can pay to know about FINRA, the Financial Industry Regulatory Authority. Learn more here.
What It Means to Be Regulated by FINRA Have you ever wondered who protects investors—and how? FINRA, the Financial Industry Regulatory Authority, is a not-for-profit organization authorized under the federal securities laws and registered with the Securities and Exchange Commission (SEC). Alongside the SEC, FINRA oversees U.S. member b...
Unlike a traditional retirement, which is a permanent departure from the workforce, a mini retirement is temporary. Learn more here:
What Is a Mini Retirement? The mini retirement trend—a preretirement career break—has been rising in popularity. Here's what to know to help you decide whether it's right for you.
Are you caring for an aging parent or another loved one with Alzheimer’s Disease? Take a look at our recent blog post sharing helpful tips and advice.
Caring For A Loved One With Alzheimer's: 4 Tips For Family Caregivers - Bankers Life Blog If you have a loved one with Alzheimer’s disease, you already know this condition is extremely hard to deal with not only for the person themselves, but If you’re caring for a family member with Alzheimer’s, don’t let your own well-being fall by the wayside. Here are some caregiver tips to h...
As a financial professional, I see firsthand the financial impact that Alzheimer’s and all other dementia have on my customers, their families and their caregivers.
In honor of , I honor everyone impacted by Alzheimer’s and raise awareness for families facing the disease. CNO Financial Group and Bankers Life have proudly supported the Alzheimer’s Association for 22 years!
Older Americans scored 12% out of a possible 100% on a short quiz about annuities, showing a concerning lack of knowledge about this important financial vehicle. Do you understand what annuities are, how they work, and how they can help support a secure retirement?
Contact me today, and we can discuss how an annuity may help improve your financial security.
Annuities are key to retirement. So why are so few of us buying them? Annuities are a key part of the retirement system. In fact, Social Security is an annuity. But few of us even understand, let alone buy them.
If you’re someone with a high net worth, you may have unique financial goals and risk tolerance. As a Financial Advisor from Bankers Life, I can help tailor strategies specifically to YOUR needs, considering factors like diversification and asset allocation. Send me a message to set an appointment today!
When families have open intergenerational conversations about finances, the resulting transparency can bring peace of mind to everyone. Check out our blog for tips on how to talk about money with family.
The Importance of Intergenerational Financial Conversations - Bankers Life Blog It’s time to overcome the unspoken rule that money is a taboo topic, especially when it comes to family. Sure, it can be an uncomfortable conversation, When families have open intergenerational conversations about finances, the resulting transparency can bring peace of mind to everyone.
When choosing a financial professional, it’s crucial to work with someone who can help keep your investments secure. Learn how you can stay protected with a FINRA member.
What It Means to Be Regulated by FINRA Have you ever wondered who protects investors—and how? FINRA, the Financial Industry Regulatory Authority, is a not-for-profit organization authorized under the federal securities laws and registered with the Securities and Exchange Commission (SEC). Alongside the SEC, FINRA oversees U.S. member b...
As a Financial Advisor with experience serving high-net-worth clients, I have deep knowledge of complex financial matters and can help you navigate the intricacies of your financial decisions. Let’s meet to discuss your needs!
Less than one-third of Americans are saving for long-term care.* By planning now and having discussions with your loved ones, you’ll be better prepared for any difficult decisions. Reach out to me to learn more! https://bit.ly/4aUv8Ju
Have you considered Juvenile Life insurance in the past? Explore a few ways this vehicle could help build financial security for your family.
4 Reasons To Consider Juvenile Life Insurance - Bankers Life Blog As a parent, you want a solid financial foundation for your child. Juvenile life insurance is one tool for you to consider to create financial stability.
Don't miss out on maximizing your Social Security benefits. Learn about delaying claims, maximizing earnings, and minimizing taxes to ensure a comfortable retirement. Let's navigate together!
Maximizing Social Security Benefits for Middle to Upper-Income Retirees - Bankers Life Blog Navigating Social Security benefits takes some intention, research and planning. From inflation considerations to your portfolio and tax management, Get familiar with maximizing Social Security benefits for your retirement and gather considerations to take into account as a middle to upper-income ea...
"One of the biggest factors that drives wealth depletion during retirement is health care costs."
Contact me to learn about products that can help protect your financial security and legacy!
Hey, Gen X, Z and millennials: Here's why you may miss out on the great wealth transfer The 'great wealth transfer' may not happen the way Gen Z, millennials hope. Boomers face medical costs that may erode inheritances they hope to give.
Did you know your assets could be subject to the probate process after you die? Avoid months, or even years, of jumping through judicial hoops with these four tips.
4 Ways to Help Your Family Avoid Probate - Bankers Life Blog As you explore estate planning and build out your portfolio, you may have stumbled across the idea of probate. Or maybe you’ve been through the probate Reduce your family's stress after you are gone. Let’s explore four ways to help your family avoid the probate judicial process as part of your e...
Discover the top strategies for maximizing Social Security benefits, especially if you're in the middle to upper-income bracket. It's time to plan wisely!
Maximizing Social Security Benefits for Middle to Upper-Income Retirees - Bankers Life Blog Navigating Social Security benefits takes some intention, research and planning. From inflation considerations to your portfolio and tax management, Get familiar with maximizing Social Security benefits for your retirement and gather considerations to take into account as a middle to upper-income ea...
Whether we meet across your kitchen table or virtually, I will cater to your personalized needs and preferences. You can rest assured you’ll learn about insurance products and solutions that are appropriate for you and your family. Contact me to schedule a meeting!
Do you need an experienced and knowledgeable financial professional who can guide you through the complexities of investing? Contact me—and together, we can build a plan that helps you feel confident about your financial future.
Whether we meet across your kitchen table or virtually, I will cater to your personalized needs and preferences. We’ll review your investment objectives, risk tolerance and investment time horizon—and then develop a plan that helps you achieve your financial goals. Contact me to schedule a meeting!
Making a plan for long-term care can help secure the care you need with the flexibility & independence you deserve. Contact me to learn how to protect your preferred care needs!
Financial stress is enduring and prevalent for many, but it doesn’t need to be. I can assist you in building a customized strategy that helps improve your financial security so you can enjoy peace of mind. Contact me for a complimentary review of your financial picture!
Financial stress is enduring and prevalent for many, but it doesn’t need to be. I can assist you in building a plan that helps provide financial security and peace of mind. Contact me to learn more!
Life insurance can be an important part of your financial plan. I can help you find a policy that supports your goals and helps you feel confident about your family’s financial future. Contact me to get started!
Life insurance isn’t for you. It’s for the people who matter most to you. I can help you find a policy that’s right for your needs and budget. Contact me to get started!
Over the past 145 years, Bankers Life has helped millions of customers protect their loved ones with life insurance. Our team is here for you every step of the way, delivering personal service to meet your coverage needs. Contact me to learn how you can get up to $50,000 coverage with no medical exam* and out-of-pocket costs that will never change.
Did you know less than half of women (48%) are confident about their finances, and only 28% feel empowered to take action? Check out our blog for four aspects of women can focus on.
Financial Wellness: For Women, It Isn’t Just About Money - Bankers Life Blog When you hear the words “financial wellness,” things like income, savings, investments and net worth might come to mind, but these things only tell part Women are under pressure from a financial wellness gap, so we’re exploring four aspects of financial wellness for women to focus on.
Life insurance can help make your loved ones’ lives easier at a sad and difficult time. A Bankers Life policy can help you ensure that your burial, final expenses and other debts are covered.
Contact me to learn how you can get up to $50,000 coverage with no medical exam** and out-of-pocket costs that will never change.
For women, means being able to meet financial obligations today while being able to save for tomorrow, as well as having some degree of confidence that their money can last their lifetime. Head to our blog for more.
Financial Wellness: For Women, It Isn’t Just About Money - Bankers Life Blog When you hear the words “financial wellness,” things like income, savings, investments and net worth might come to mind, but these things only tell part Women are under pressure from a financial wellness gap, so we’re exploring four aspects of financial wellness for women to focus on.
March is . What are superfoods and how can they benefit your health? Check out our blog for answers, plus 10 superfoods for you to incorporate in your diet!
10 Powerful Superfoods to Try This Year - Bankers Life Blog Has conflicting information about what foods to eat and what foods to avoid ever had you second-guessing the dietary choices you make? It can be difficult Learn what superfoods are, how they can benefit your health, and how you can incorporate them in your diet.
You may have a trusted contact in place in case of an emergency but what about your finances? What if you were ill or incapacitated? Read our latest blog to learn more.
Trusted Contacts: Why They’re Important and 5 Reasons to Have One - Bankers Life Blog You may hear the term “trusted contact” and think it means an important person in your life that loved ones should located in case something happens. This Find out what a trusted contact is, why they’re important, 5 reasons to have one and who to choose.
In the United States, more than 11 million Americans provide unpaid care for loved ones with Alzheimer’s or other dementias. That is why our branch will be raising funds to help ! To learn more about the 22nd annual Forget Me Not Days® campaign for the Alzheimer’s Association visit: https://act.alz.org/site/TR?fr_id=17384&pg=entry
Click here to claim your Sponsored Listing.
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Charlottesville, VA
22911
2214 Ivy Road, Ste 110
Charlottesville, 22903
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