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303 E. Wacker Drive Ste 500, Chicago, IL 60601 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2024-10-01 |
Branch Locations
303 E. Wacker Drive Ste 500, Chicago, IL 60601 • United States
754 Bagnell Dam Blvd #754-B, Lake Ozark, MO 65049 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bankers Life & Casualty, Inc | Lake Ozark | MO | 10/2015 | Present |
| Bankers Life Advisory Services, Inc | Lake Ozark | MO | 06/2020 | Present |
| Bankers Life Securities, Inc | Lake Ozark | MO | 07/2021 | Present |
BANKERS LIFE POSITION: USM NATURE: Sell insurance products such as life insurance, long term care, annuities and Medicare supplements and advantage plans to clients. INVESTMENT RELATED: Yes NUMBER OF HOURS: 60 SECURITIES TRADING HOURS: 40 START DATE: 10/26/2015 ADDRESS: 1000 W. Nifong Blvd Ste 8-200, Columbia MO 65203, United States DESCRIPTION: Insurance Agent: I am a 1099 agent for Bankers Life and Casualty Company (BLC). As a BLC agent, 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.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-09-30 |
| S63 | Uniform Securities Agent State Law Examination | 2021-11-24 |
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