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303 E. Wacker Drive Ste 500, Chicago, IL 60601 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-10-08 |
| NC | RA | APPROVED | 2022-09-09 |
Branch Locations
303 E. Wacker Drive Ste 500, Chicago, IL 60601 • United States
10706 Sikes Place Ste 300, Charlotte, NC 28277 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bankers Life & Casualty, Inc | Charlotte | NC | 01/2016 | Present |
| Bankers Life Securities, Inc | Charlotte | NC | 04/2022 | Present |
| Bankers Life Advisory Services | Charlotte | NC | 09/2022 | Present |
BANKERS LIFE & Casualty, Inc POSITION: Unit Field Trainer NATURE: Insurance sales for people planning for retirement or protection. I help with health insurance related to medicare under supplemental plans and medicare advantage companies. I sell life insurance to people of all ages within our guidelines. I sell long term care plans. I offer annuities (Fixed and Indexed) to my clients as well. INVESTMENT RELATED: Yes NUMBER OF HOURS: 25 SECURITIES TRADING HOURS: 2250 START DATE: 01/16/2016 ADDRESS: 10706 Sikes Place, suite 300, Charlotte NC 28277, 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.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-08-26 |
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