Bankers Life

Smart investing over the long run can help people build wealth, achieve financial goals and prepare for retirement. Learn how FINRA helps protect investors so they can participate in the market with confidence.

Demystifying FINRA: What Investors Need to Know - Bankers Life Blog Working with a Financial Professional can help provide potential long-term investment success, but how can people be confident their money is secure and Learn how FINRA helps protect investors so everyone can participate in the market with confidence.

Determining your ideal monthly retirement income is essential to your quality of life and enjoyment in retirement. Read our blog for more.

What's the Ideal Monthly Retirement Income for a Couple? The ideal monthly retirement income for a couple differs for everyone. Learn what factors to consider to help you determine your ideal amount.

Have you heard of the decumulation paradox? If you are struggling to spend your retirement savings, it may be affecting you. Learn more here:

Moving from Retirement Accumulation Phase to Distribution Phase: 4 Tips to Know - Bankers Life Blog After years of saving, you’ve suddenly realized you’re inching closer and closer to retirement. You’ve checked all of the boxes, taken advantage of your Read through four tips to overcome the fear of tapping into retirement assets in our latest article. Master the mental transition to retireme...

From grocery delivery to health care coordination to excursions, NORCs are empowering seniors to age in place. Head to our blog to learn more!

What Are NORCs and How Do They Help Seniors Age in Place? - Bankers Life Blog In Boston, around 350 residents are preserving their independence and ability to age in place by joining Beacon Hill Village, a member-led community of NORCs help support seniors so they can maintain their independence and comfortably remain in their homes. Read to see if joining is right for you.

We’ve all heard of retirement but what about a mini retirement? We’ve got what to know about this trend 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.

Phased retirement—which involves gradually shifting away from your job and into your retired life over time—has become more popular. Read more about it here and message me to discuss how we can help you prepare for retirement.

How Phased Retirement Works Taking a phased retirement can have several benefits. Here's what to know about this trend to help you decide whether it's right for you.

Many everyday consumers may feel overwhelmed by the wide array of investment options available. As a Financial Advisor with Bankers Life, I’d appreciate the opportunity to guide you through the investment process and provide recommendations based on YOUR goals.

Long-term care insurance provides an option for preserving wealth and dignity—but it’s something you must plan ahead for and consider sooner than later. Check out our blog for everything you need to know.

Preserving Wealth and Dignity: Long-Term Care Planning for Seniors - Bankers Life Blog Most people don’t live life planning on one day being so frail or ill that they can’t do basic things like get out of bed, take a shower and get dressed. Planning ahead with long-term care insurance can help people preserve their wealth and dignity.

Only about one-quarter of adults nearing retirement have seriously considered getting long-term care insurance or a savings account for long-term care expenses. Check out our blog to learn how long-term care insurance can help protect your wealth and dignity.

Preserving Wealth and Dignity: Long-Term Care Planning for Seniors - Bankers Life Blog Most people don’t live life planning on one day being so frail or ill that they can’t do basic things like get out of bed, take a shower and get dressed. Planning ahead with long-term care insurance can help people preserve their wealth and dignity.

Dreaming of a smaller, cozier retirement home? Downsizing sounds tempting, but it's not without its challenges. Dive into the pros and cons before you make the leap.

Pros and cons of downsizing your home in retirement - Bankers Life Blog Should you downsize your home in retirement? Bankers Life provides you a list of pros and cons to consider before making a decision.

Have you considered long-term care in your financial plan? Being prepared can help ensure you have the resources you need to maintain your quality of life as you age. Learn more here: bankerslife.com/long-term-care-insurance

Make a Plan for your Long-term Care | Bankers Life Nancy and Dan work hard to stay on track with their retirement planning and are looking forward to retiring once their children finish college. Nancy recentl...

Have you ever heard of a Naturally Occurring Retirement Community, aka a NORC? Check out our blog to learn how NORCs are helping seniors age in place.

What Are NORCs and How Do They Help Seniors Age in Place? - Bankers Life Blog In Boston, around 350 residents are preserving their independence and ability to age in place by joining Beacon Hill Village, a member-led community of NORCs help support seniors so they can maintain their independence and comfortably remain in their homes. Read to see if joining is right for you.

Summer doesn’t have to mean sacrificing your financial goals! Let’s meet today to talk about your wealth-management, budgeting, and investment needs, to set you up for success now and later!

is a day to honor the end of slavery in the United States. Today and every day, Bankers Life is committed to the advancement of racial equity and fair treatment for everyone in the communities where we live and work.

Election stress and anxiety affect many Americans. As the 2024 presidential election approaches, check out our blog for six strategies can help you cope.

6 Ways to Deal With Election Stress - Bankers Life Blog Do you notice your shoulders tightening or your pulse quickening when you turn on the news? Do you toss and turn at night, unable to stop ruminating over Election stress and anxiety affect many Americans. As the 2024 presidential election approaches, these six strategies can help you cope.

Want to support Black-owned businesses but don’t know where to start? We’ve got five ways here!

5 Ways to Support Black-Owned Businesses - Bankers Life Blog February is Black History Month, a time to celebrate and honor the rich contributions and important achievements and role of Black/African Americans to February is Black History Month. Read five ways to support Black-owned businesses this month and beyond.

Managing significant wealth involves more than just investments. As a Financial Advisor with Bankers Life, I can provide comprehensive, holistic services to help you meet your financial and retirement goals. Message me today to set up an appointment.

Election stress disorder isn’t a scientific diagnosis, but it’s a real phenomenon that mental health professionals use to describe the overwhelming anxiety that some people experience in relation to presidential elections. If election stress is impacting you, our six strategies will help you cope.

6 Ways to Deal With Election Stress - Bankers Life Blog Do you notice your shoulders tightening or your pulse quickening when you turn on the news? Do you toss and turn at night, unable to stop ruminating over Election stress and anxiety affect many Americans. As the 2024 presidential election approaches, these six strategies can help you cope.

90% of high-earning women say they do not feel confident making decisions about money. What does that mean for your future especially after a loss? Take a dive into a few steps to take to feel empowered in financial decisions.

4 Tips for Widows Whose Partners Handled the Finances - Bankers Life Blog When a lifelong partner passes away, you lose a lifeline to love, companionship and support. It becomes even more complex if your partner primarily Moving forward after a loss is difficult. Walk with us through these four steps to confidently manage your financial situation after your spouse passes....

How can you handle a friendship wealth gap in retirement without your bond suffering? Check out our blog for tips on navigating this dicey territory.

How to Deal With a Wealth Gap Between Friends - Bankers Life Blog When it comes to money, there’s always someone who has less than you—and there’s always someone who has more than you (unless you’re someone like Elon How can you handle a friendship wealth gap in retirement without your bond suffering? Read our tips on navigating this dicey territory.

70% of Americans¹ over 65 expect to use some form of long-term care services. Let’s review your long-term care needs and find the right solutions for you and your family. To learn more, visit: bankerslife.com/long-term-care-insurance

Make a Plan for your Long-term Care | Bankers Life Nancy and Dan work hard to stay on track with their retirement planning and are looking forward to retiring once their children finish college. Nancy recentl...

With life feeling more uncertain than ever these days, isn’t it nice to know there’s something that can ease your concerns? Rest easy knowing your family’s future is secure with up to $50,000 life insurance coverage with no medical exam* and out-of-pocket costs that will never change. Visit bankerslife.com to learn more.

Deciding when to invest? Compound interest may help you decide. Get all the details here:

What is Compound Interest and Why Does it Matter for Retirement? - Bankers Life Blog We understand the fundamental retirement process - investing funds and witnessing growth with the hope of a secure financial future. But how does that Explore the question, "what is compound interest?" and unravel how it can be leveraged to your advantage in this breakdown of investment concepts.

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.

It may be , but Bankers Life and our parent company, CNO Financial Group, support and celebrate our + community all year long. Learn how we’re building an inclusive, representative workforce here: https://www.cnoinc.com/corporate-responsibility/diversity-equity-and-inclusion

Bankers Life financial professionals are experts at building bridges between generations and helping families have big-picture financial planning conversations. Check out our blog to learn about the importance of intergenerational financial conversations.

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.

The mini-retirement trend—a pre-retirement career break—has been rising in popularity. Here's what to know to help you decide whether it's right for you.

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.

Estate planning is critical for everyone who wants to protect their assets and loved ones, but it’s even more vital for LGBTQ+ couples. In celebration of , check out our blog for four LGBTQ+ couple estate planning essentials.

Estate and Retirement Planning for LGBTQ+ Americans - Bankers Life Blog Estate planning is critical for everyone who wants to protect their assets and loved ones, but it’s even more vital for LGBTQ+ couples. That’s because Estate planning is critical for everyone who wants to protect their assets and loved ones. Learn about four estate planning essentials for LGBTQ+...

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!

Congratulations to the Bankers Life 2024 Top Award Winners! We are proud to recognize and showcase this elite group's exceptional work and dedication to our customers.

Talking with aging parents about long-term care is often an uncomfortable conversation. We’re sharing 5 tips to help you broach the topic.

How to talk to your aging parent about long-term care - Bankers Life Blog Is your aging parent reaching a point where you're concerned they're unable to live alone safely? The realization that your parent needs long-term care is Talking with aging parents about long-term care is often an uncomfortable conversation. Get 5 tips to help you broach this difficult topic.

Most people don’t live life planning on one day being so frail or ill that they can’t do basic things like get out of bed, take a shower and get dressed. Unfortunately, denial about aging and deteriorating health often leads people to overlook their long-term care needs and associated financial health. Check out our blog to learn more:

Preserving Wealth and Dignity: Long-Term Care Planning for Seniors - Bankers Life Blog Most people don’t live life planning on one day being so frail or ill that they can’t do basic things like get out of bed, take a shower and get dressed. Planning ahead with long-term care insurance can help people preserve their wealth and dignity.

June is Alzheimer’s & Brain Awareness Month so we’re talking about caregiver burnout and tips to take care of yourself, too. Read more below:

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...

Attention all women approaching retirement! Explore the essential steps to plan for long-term care, including the benefits of long-term care insurance. Secure your peace of mind today!

4 Reasons Long-term Care Planning Is an Urgent Issue for Women Learn why long-term care planning is important for women as we explore future care elements that are unique to women today. Get all the details here…

Feelings of boredom, loss of purpose and loneliness are normal in retirement, but they don’t need to be! Head to our blog for six ways libraries help support a meaningful and fulfilling retirement.

6 Reasons Retirees Should Explore Their Local Library - Bankers Life Blog One important aspect of retirement planning is preparing for the transition from the structure of working to a life with plenty of free time. Many Public libraries offer retirees many free resources that help support a meaningful and fulfilling retirement.