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Everything you need for the life
of your retirement

Care for what matters most by planning for your future. We can help you prepare.

OUR APPROACH

Beside you every step of the way

When you make decisions this important, you want to be able to rely on someone you trust. We'll be here today and for the life of your retirement.

As you enter and navigate retirement, Bankers Life will be by your side every step of the way, helping to protect your financial security. Our friendly, knowledgeable insurance agents enjoy developing relationships with customers and delivering old-fashioned service with a personal touch. In fact, we still make house calls.

This is the first time, actually any insurance agent came to my home and took the time to actually sit down and explain everything to me.” 
—Dilla Joseph, Florida

Through a simple, interactive discussion, our insurance agents gather information about 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!

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For information about the use of funds distributed from a qualified plan (such as an IRA, Roth IRA, 401(k), 403(b), HSA, Archer MSA or Coverdell ESA), including without limitation the use of any Required Minimum Distributions from such plan, as premium for a universal life insurance policy or to purchase or contribute to an IRA annuity, and for information about IRA annuities, please see Bankers Life Securities.

RETIREMENT INCOME

Retirement is a big step.Are you ready for it?

There’s a lot to consider before retiring. Let us help you cover all the bases.

When preparing for retirement, you need to make important financial decisions to ensure your plans match your goals. Our insurance agents will lead you through a simple discussion to help you find the right options and get more mileage out of your retirement income.

I feel very secure now that I’ve got a safety blanket around that’s going to help preserve this lifestyle for now and the future.”
—Fred Rosenblum, New Hampshire

By getting to know your priorities, our insurance agents can recommend specific Bankers Life insurance solutions. These options can help you build dependable income to last the life of your retirement. It’s about helping to provide peace of mind so you can enjoy all that retirement has to offer.

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HEALTH EXPENSES

Your health comes first

You shouldn’t have to worry about medical expenses during crucial times. Make sure you’re prepared for the future of your health.

Our goal is simple: to offer solutions that meet your needs today and for the life of your retirement. Our insurance agents begin by asking you a few questions about your current health insurance, recent medical history and family medical history. Knowing what’s most important to you, we can help provide solutions that meet your needs. Your answers help shape a personalized plan, whether your focus is to have choices in care providers, budget-friendly options or critical illness coverage.

Bankers Life [products have] given us the peace of mind that we are taken care of. Retirement should be about fun, and you can’t have fun if you’re worrying about your medical (bills) and insurance.”
– Jack and Bernadette Ernissee, Florida

Based on the information you provide, our insurance agents will determine whether a Bankers Life insurance solution can help cover more of your medical expenses in retirement.

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RETIREMENT CARE

Secure the care you need before you need it

It’s important to prepare for your long-term health. Planning for retirement care is a step in the right direction.

After reviewing your immediate health needs, our insurance agents will ask about your current plans and future priorities. Whatever you value most—whether it’s remaining independent, protecting your assets or being able to choose where you receive care—you’ll find a solution to meet your needs.

It’s peace of mind to know that if something does happen, you’ve got the resources to take care of yourself.”
—Dotti Johnson, Florida

About 70% of Americans will need some type of long-term care after age 65.* Knowing this, Bankers Life products helps you build a personalized insurance plan so you can live at your best throughout retirement.

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* National Clearinghouse for Long-Term Care Information (U.S. Dept. of Health and Human Services), Understanding LTC, 2012.

FINAL EXPENSES

Make life easier for the ones you love

Final expenses can be a heavy weight to bear. Ease the burden for those who matter most.

Our knowledgeable insurance agents will help you determine whether you’re getting everything you want and need from your life insurance. We’ll walk through the options that can help cover your final expenses, pay off debts and maintain your family’s lifestyle.

With Bankers Life solutions, you can help protect your loved ones’ future and leave a legacy of happy memories.

Talk to an insurance agent