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303 E. Wacker Drive Ste 500, Chicago, IL 60601 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2023-09-29 |
Branch Locations
390 S Woods Mill Road Ste 160, Chesterfield, MO 63017 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bankers Life & Casualty, Inc | Chesterfield | MO | 04/2016 | Present |
| Bankers Life Securities, Inc | Chesterfield | MO | 09/2022 | Present |
| Bankers Life Advisory Services | Chesterfield | MO | 11/2022 | Present |
BANKERS LIFE & CASUALTY POSITION: Unit Field Trainer NATURE: Life insurance, health insurance, annuity and long term care insurance sales INVESTMENT RELATED: No NUMBER OF HOURS: 250 SECURITIES TRADING HOURS: 176 START DATE: 04/27/2016 ADDRESS: 390 S. Woods Mill Road Suite 160 Chesterfield, MO 63017", Chesterfield MO 63017, United States DESCRIPTION: Recruit and train insurance agents. I am also appointed with KFA through BLC which allows agents to write business for Medicare Supplement, Annuity and Equity Indexed annuity insurance products, life insurance, health and LTC. BNI-MID AMERICA, CENTRAL CORRIDOR CHAPTER POSITION: Vice President NATURE: Personal referral based networking. By meeting each week, Chapter members get to know about each other's businesses. With one person per profession in a chapter, members are expected to refer potential business opportunities to the professionals in other businesses in their chapter (i.e., someone asking about auto insurance would be referred to the property insurance professional in the group). INVESTMENT RELATED: No NUMBER OF HOURS: 7 SECURITIES TRADING HOURS: 0 START DATE: 10/01/2023 ADDRESS: 2055 Walton Rd, St. Louis MO 63114, United States DESCRIPTION: BNI is a networking organization. My duties as VP of my Chapter are to chair the membership committee and to fill in for the President in running the meetings, should she not be present.I am expected to attend the weekly meetings, meet with other chapter members to better learn about their businesses and how I might be able to refer potential clients to them, invite visitors to the meetings and continue to learn how to be a more effective networker. BUSINESS NETWORKING INTERNATIONAL POSITION: Vice President NATURE: Business Networking organization. Forms chapters so individual business people can meet, get to know about each others' businesses and pass warm referrals to each other. INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 1 START DATE: 10/01/2023 ADDRESS: 710 Luckystone Ave, St. Louis MO 63122, United States DESCRIPTION: Chair the membership committee, report weekly on the Chapter's progress towards its goals: referrals generated, meetings by members outside of the stated meeting, closed business from referrals, attendance and chapter education units completed. Fill in for the President if she is unable to attend and run the meeting.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-11-22 |
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