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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
MA RA APPROVED 2026-08-20
ME RA APPROVED 2025-05-12
  • MA RA
    APPROVED
    Since 2026-08-20
  • ME RA
    APPROVED
    Since 2025-05-12

Branch Locations

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

360 Us Route 1, Suite 202, Scarborough, ME 04074 • 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 & Casualty, Inc Scarborough ME 02/2024 Present
Dominos Gorham ME 04/2023 04/2024
Charter Communications Portland ME 06/2022 01/2023
Self-Employed Gorham ME 09/2021 06/2023
Pace Learning Community Vancouver 08/2018 09/2021
Hong Wen International School Taichung 08/2017 08/2018
Self-Employed Astoria NY 09/2016 08/2017
Wentworth Institute Of Technology Boston MA 09/2012 09/2016
Bankers Life Securities, Inc Scarborough ME 02/2025 Present
Bankers Life Advisory Services, Inc Scarborough ME 05/2025 Present
  • 02/2024 → Present
    Bankers Life & Casualty, Inc
    Scarborough, ME
  • 04/2023 → 04/2024
    Dominos
    Gorham, ME
  • 06/2022 → 01/2023
    Charter Communications
    Portland, ME
  • 09/2021 → 06/2023
    Self-Employed
    Gorham, ME
  • 08/2018 → 09/2021
    Pace Learning Community
    Vancouver
  • 08/2017 → 08/2018
    Hong Wen International School
    Taichung
  • 09/2016 → 08/2017
    Self-Employed
    Astoria, NY
  • 09/2012 → 09/2016
    Wentworth Institute Of Technology
    Boston, MA
  • 02/2025 → Present
    Bankers Life Securities, Inc
    Scarborough, ME
  • 05/2025 → Present
    Scarborough, ME
Other Businesses

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. Unit Field Trainer: 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.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-05-03
  • S66 Uniform Combined State Law Examination
    2025-05-03
Other Names
  • Hoang Phan
  • Calvin Phan

View on SEC IAPD

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