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Bankers Life Advisory Services, Inc. CRD 281285
$2.49B regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
303 E. Wacker Drive Ste 500, Chicago, IL 60601 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2024-11-19 |
| FL | RA | APPROVED | 2021-08-02 |
Branch Locations
2751 Enterprise Rd Ste 201, Orange City, FL 32763 • United States
303 E. Wacker Drive Ste 500, Chicago, IL 60601 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bankers Life & Casualty | Orange City | FL | 05/2020 | Present |
| Piercing Pagoda | Altamonte Springs | FL | 11/2010 | 05/2020 |
| Bankers Life Securities | Orange City | FL | 02/2021 | Present |
| Bankers Life Advisory Services | Orange City | FL | 07/2021 | Present |
Working for Bankers Life & Casualty (Insurance Company) since May 2020, Currently located in Orange City, FL 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. PHILANTHROPIC EDUCATIONAL ORGANIZATION POSITION: Member, 6/1/2023 will become Corresponding Secretary NATURE: Philanthropic organization which educates women through scholarships, grants, awards, loans and stewardship of Cottey College. INVESTMENT RELATED: No NUMBER OF HOURS: 9 SECURITIES TRADING HOURS: 0 START DATE: 05/06/2022 ADDRESS: 3700 Grand Avenue, Des Moines IA 50312, United States DESCRIPTION: Corresponding Secretary, receives letters from members and present to the local chapter. WEST VOLUSIA CHAMBERS OF COMMERCE POSITION: member NATURE: Marketing - online business directory listing, online calendar event listing, event hosting, spotlight presentations. Networking - attendance at weekly networking meetings, women's networking events, men's networking events. INVESTMENT RELATED: No NUMBER OF HOURS: 6 SECURITIES TRADING HOURS: 0 START DATE: 04/01/2023 ADDRESS: 132 Treemonte Drive, Orange City FL 32763, United States DESCRIPTION: I will be connected to opportunities for networking, advocacy, education and professional development through an organization devoted to supporting a thriving business environment. NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS (NAIFA) POSITION: Member NATURE: Advocate for insurance and financial professionals on behalf of members, clients, consumers of an industry. Educate your community by becoming a subject matter expert and being a resource for the community. INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 0 START DATE: 04/01/2023 ADDRESS: 2901 Telestar Court, Falls Church VA 22042, United States DESCRIPTION: Member. Advocate, Educate, Differentiate. I want to be able to be better at educating my local community o what life insurance can do for them. NAIFA provides avenues to network and volunteering to educate the community.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2022-06-30 |
| S65 | Uniform Investment Adviser Law Examination | 2021-07-19 |
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