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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
CA RA APPROVED 2024-04-04
MI RA APPROVED 2023-10-26
  • CA RA
    APPROVED
    Since 2024-04-04
  • MI RA
    APPROVED
    Since 2023-10-26

Branch Locations

13602 Merriman Road, Livonia, MI 48150 • United States

303 E. Wacker Drive Ste 500, Chicago, IL 60601 • 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 Livonia MI 06/2022 Present
Family First Life, Llc Uncasville CT 09/2021 06/2022
Pirelli Tire C. Southfield MI 03/2018 01/2021
Unemployed Canton MI 01/2021 09/2021
Unemployed Canton MI 09/2017 03/2018
Ford Motor Company Dearborn MI 07/2004 09/2017
Lafayette Life Insurance Cincinnatti OH 02/2019 06/2023
Bankers Life Securities, Inc Livonia MI 02/2023 Present
Bankers Life Advisory Services, Inc Livonia MI 10/2023 Present
  • 06/2022 → Present
    Bankers Life & Casualty, Inc
    Livonia, MI
  • 09/2021 → 06/2022
    Family First Life, Llc
    Uncasville, CT
  • 03/2018 → 01/2021
    Pirelli Tire C.
    Southfield, MI
  • 01/2021 → 09/2021
    Unemployed
    Canton, MI
  • 09/2017 → 03/2018
    Unemployed
    Canton, MI
  • 07/2004 → 09/2017
    Ford Motor Company
    Dearborn, MI
  • 02/2019 → 06/2023
    Lafayette Life Insurance
    Cincinnatti, OH
  • 02/2023 → Present
    Bankers Life Securities, Inc
    Livonia, MI
  • 10/2023 → Present
    Livonia, MI
Other Businesses

BANKERS LIFE & KF AGENCY POSITION: Insurance Agent NATURE: To provide Retirement Protection products by way of Medicare Supplements and Medicare Advantage Plans, Short Term Care, Critical Illness Policies, and Life Insurance coverages (Term, Whole, IUL) and Annuities INVESTMENT RELATED: No NUMBER OF HOURS: 800 SECURITIES TRADING HOURS: 160 START DATE: 06/02/2022 ADDRESS: 13602 MERRIMAN RD, LIVONIA MI 48150-1814, 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. THE ELMWOOD GROUP, LLC POSITION: Single Member NATURE: To eventually acquire real estate investment properties for a profit. INVESTMENT RELATED: Yes NUMBER OF HOURS: 12 SECURITIES TRADING HOURS: 0 START DATE: 02/15/2021 ADDRESS: 45546 Elmwood Circle, Canton MI 48188, United States DESCRIPTION: I am the Single Member of The Elmwood Group, LLC. I established this LLC for the purpose of acquiring real estate properties at some point in time in the future. I currently do not receive an income because I haven't acquired any properties. ELMWOOD EXECUTIVE STAYS, LLC POSITION: Member NATURE: Short Term Rental Hosting (such as Airbnb). No investing. 5 Member Family owned Business where I have a 27% Membership. Executives and vacationers will be able to stay in one of our properties. We will make a profit from this business. My involvement will be low as my family will run the operation as I oversee things. Once per month meetings. INVESTMENT RELATED: No NUMBER OF HOURS: 12 SECURITIES TRADING HOURS: 0 START DATE: 12/09/2022 ADDRESS: 847 Sumpter Rd, #591, Van Buren Twp MI 48111, United States DESCRIPTION: This is a family business with 5 Members (myself, my spouse, and our 3 adult children) where we plan to manage Short Term Rental properties (such as AirBnB). The majority of the roles will be handled by my family members. We have not taken any steps besides LLC formation at this point, thus no income is coming in. ABUNDANT FINANCIAL SERVICES, INC POSITION: Owner NATURE: The purpose of my establishing the company is for the opening of an appropriate bank account that will receive my BLC/BLS/BLAS and CNO commissions and overrides. I will be placed on AFS's payroll for adequate Quarterly Filing of Taxes. Abundant Financial Services (AFS) does not provide investment advice services or any insurance coverage solutions. I will not Hire any other Agents or Financial Reps or Advisors. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 12/01/2024 ADDRESS: VAN BUREN TWP MI 48111, United States DESCRIPTION: Abundant Financial Services (AFS) does not provide investment advice services or any insurance coverage solutions. The purpose of my establishing the company is for the opening of an appropriate bank account that will receive my BLC/BLS/BLAS and CNO commissions and overrides. I will be placed on AFS's payroll for adequate Quarterly Filing of Taxes. I will be the only BLC/BLS/BLAS agent and Rep involved. I as the owner and president will not recruit any other members, agents, financial reps, or financial advisors. PLANNET MARKETING (INTELETRAVEL) POSITION: Passive Marketing Sales Rep NATURE: PlanNet Marketing has partnered with InteleTravel, This is a home-based travel agent business. I am engaging in the business as a means of securing low cost, quality travel prices for when I travel. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 11/02/2025 ADDRESS: Atlanta GA 30303, United States DESCRIPTION: I will be an extremely passive Marketing Rep with Inteletravel for the purpose of receiving deep discounts for travel and vacations. I am paying a monthly subscription to Inteletravel for the benefits of receiving deeply discounted lodging and airfare.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-10-23
  • S66 Uniform Combined State Law Examination
    2023-10-23
Other Names
  • Tamara Lashea Tharpe

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