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Current Employers
Bankers Life Advisory Services, Inc.

303 E. Wacker Drive Ste 500, Chicago, IL 60601 • United States

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2021-08-18
  • MI RA
    APPROVED
    Since 2021-08-18

Branch Locations

303 E. Wacker Drive Ste 500, Chicago, IL 60601 • United States

13602 Merriman Road, Livonia, MI 48150 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Bankers Life Livonia MI 10/2013 Present
Bankers Life Securities Livonia MI 01/2021 Present
  • 10/2013 → Present
    Bankers Life
    Livonia, MI
  • 01/2021 → Present
    Bankers Life Securities
    Livonia, MI
Other Businesses

BANKERS LIFE & CASUALTY POSITION: Agent NATURE: Bankers Life is an insurance business catering to retirement planning with life insurance, medical policies, long term care and annuities.? INVESTMENT RELATED: No NUMBER OF HOURS: 50 SECURITIES TRADING HOURS: 120 START DATE: 10/16/2013 ADDRESS: Bankers Life 13602 Merriman Rd, Livonia MI 48150, United States DESCRIPTION: 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. IOTA GROUP, LLC POSITION: Owner/Manager NATURE: To assist small businesses in their marketing efforts, advertising, seminars, website creation, etc. INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 09/01/2012 ADDRESS: 1053 Lakepointe, Grosse Pointe Park MI 48230, United States DESCRIPTION: Iota Group was a marketing firm, helping businesses in their marketing and advertising efforts. As owner/manager, I would be responsible for meeting with clients, assessing their marketing needs, drafting a plan of action, etc.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-08-14
  • S66 Uniform Combined State Law Examination
    2021-08-14
Other Names
  • Rebecca George

View on SEC IAPD

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