Drew Davis, Bankers Life Agent and Bankers Life Securities Financial Rep

PSA: Between October 15 and December 7 you are able to switch back to Traditional Medicare with a Supplement if you can health qualify. If this is something you are interested in send me a message! Don’t get stuck on the wrong plan again!

44% of Gen Z and Millennial consumers are using credit cards to pay for things they just can’t afford. Whether timing, income, or a need for more organization, I’d love to support you as you think through the best ways to invest and spend!

2024 State of Consumer Credit Report - NerdWallet New credit and debt data reveals many Americans are paying late fees on bills and using credit to cover the costs of necessities.

Did you know that Medicare doesn’t cover most long-term care services? That’s why many people turn to long-term care insurance. Check out our blog for everything you need to know.

Long-Term Care Insurance vs. Medicare: What’s the Difference? - Bankers Life Blog As you age, there may come a day when you need some extra help taking care of yourself. Long-term care is the personal assistance you may need if you’re Medicare helps cover acute care, while long-term care insurance helps cover custodial care. Head to our blog for more information!

Don’t let your checks fall victim to check washing fraud. Find preventative steps in our latest article:

Check Washing Fraud: How to Protect Yourself - Bankers Life Blog Last year, more than $10 billion was lost to fraud. With rising financial scams in the United States, Americans want to protect themselves and their Check washing fraud accounts for $1 billion in losses each year. Let's explore how check washing scams occur and how to prevent them in the future.

Did you know most Americans want their advisors to demonstrate emotional intelligence? Selecting your advisor isn’t only about numbers or solutions, but partnering with someone who can confidently help you meet YOUR unique goals.

Send me a message to see how I can help!

Americans value emotional intelligence from advisors The majority of Americans (74.7%) agree that it’s important for advisors to demonstrate emotional intelligence both with their clients and themselves.

Whether I’m meeting my clients across the kitchen table or virtually, I take pride in catering to their personalized needs and preferences. You can rest assured I’ll introduce you to insurance products and solutions that are appropriate for you and your family and that address your financial, health and retirement concerns. Message me to schedule a meeting!

Whether your kid is entering kindergarten or college, the back-to-school season is a perfect time to revisit your insurance policies and ensure they’re keeping up with your life. Do you need life insurance or more of it? Would supplemental health insurance help you be more prepared for unexpected medical bills? Is it time to start preparing for your future long-term care needs? Send me a message to get started!

The back-to-school season is a perfect time to check in with your child’s college savings. Are you on track to help set them up for success? If you need guidance on this or any other financial goal, I’m here to help! Through our wealth management solutions, I can help you build a customized strategy to provide potential long-term success. DM me to learn more.

Whether I’m meeting my clients across the kitchen table or virtually, I take pride in catering to their personalized needs and preferences. You can rest assured I’ll introduce you to financial solutions that are appropriate for you and your family and that address your concerns. Message me to schedule a meeting!

Today is , a time to raise awareness about one of the most prevalent cancers in the U.S. You can help reduce your risk of developing lung cancer by not smoking, avoiding secondhand smoke, and getting your home tested for radon.

And if you ever experience an unexpected illness like cancer in your lifetime, critical illness insurance can help protect you from the costs—so you can focus more on recovery. DM me to learn more!

Does your current retirement plan feel about as useful as the lifeguard at swim competitions? Contact me to talk through what financial protection and retirement benefits might work for you.

Are you ready to build and protect your wealth? I’d be happy to provide you with a free assessment of your personal situation. Send me a message to get started!

Wrapping your head around Medicare? Take a look at these considerations as you choose the right plan for you.

Should Couples Choose the Same Medicare Plan? - Bankers Life Blog Approximately 4.1 million Americans turn 65 this year, representing a large influx of retirees beginning to maneuver through a new-to-them healthcare Examine the pros and cons of choosing the same Medicare coverage as your partner. Determine what could be the best healthcare choice for you in the fu...

What should you expect when you meet with an agent like me? We'll talk through information that covers four factors: retirement income, health expenses, retirement care and final expenses. With your help, we’ll build a plan that helps provide security and peace of mind—so you can take in all the joys of retirement! Message me to learn more!

Learn what RMDs are and why they’re important if you have tax-deferred, qualified retirement accounts.

A Simple Guide to RMDs for Retirees Demystify required minimum distributions (RMDs) with this easy-to-follow guide. Learn when to start, how to calculate, how to avoid penalties, and more.

“Retirement is arguably the single largest purchase people make and very few have the opportunity to experience what it might be like beforehand.”

Check out this article for 9 ideas on how to take your dream retirement for a test drive and contact me to learn how I can help you track toward your financial goals.

9 Ways For Boomers And Gen-Xers To Test-Drive Their Retirement Plans Gen-Xers and young Boomers see retirement on the road ahead. Here's how to take retirement for a test drive and reduce the chances that your buy is a lemon.

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!

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...

Can you have multiple life insurance policies? The answer is YES! Owning multiple life insurance policies can help you reach your coverage needs and enjoy greater peace of mind. Contact me to learn more.

Can You Have More Than One Life Insurance Policy? (2024 Guide) Learn the benefits and options available by using a combination of term and permanent life insurance policies to meet your changing needs over time.

Are health concerns holding you back from making the jump to retirement? Learn more about how to make the retirement transition 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...

By carefully assessing your investment goals, I can help you determine the most effective way to achieve your objectives. Let’s connect and build a plan that can help you feel confident about your financial future.

Do your loved ones know your long-term care wishes? It may not be easy to talk about, but by having a plan in place now, you’ll be better prepared for important decisions then. Contact me to learn how Bankers Life can help you maintain control of the care you may need someday.

Did you know that professional financial advice can increase your returns by about 3% per year? Contact me for a free assessment of
your situation and to learn how I can help take the pressure of investing off your plate.

What Is A Retirement Financial Advisor? | Bankrate A retirement financial advisor can help you get your financial life in order as you prepare for retirement and during your golden years.

With summer activities in full swing, it’s a perfect time to revisit your insurance policies and ensure you’re covered. Could supplemental health insurance or Medicare Supplement insurance enhance your peace of mind against unexpected medical bills? Contact me and find out!

Celebrate the Fourth of July by taking steps to improve your financial freedom! Contact me to learn how Bankers Life can help you build a plan that helps provide security and peace of mind—so you can take in all the joys of retirement.

Ever heard of a mini retirement? It’s something you may want to consider. Read more here:

Which Retirement Lifestyle Is Right for You? To help you get a better idea of the retirement lifestyle that's right for you, here's a look at three forms of retirement that most individuals pursue.

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...

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.