Rebecca T Ward

Current Employers

Bankers Life Advisory Services, Inc.

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

Current Registrations

Authority	Category	Status	Date
CT	RA	APPROVED	2022-07-26

CT RA
APPROVED

Since 2022-07-26

Branch Locations

655 Winding Brook Dr Ste 4020, Glastonbury, CT 06033 • United States

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

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint Yes
Termination No

Employment History

Organization	City	State	From	To
Bankers Life & Casualty, Inc	Glastonbury	CT	06/2013	Present
Bankers Life Securities, Inc	Glastonbury	CT	08/2016	Present
Bankers Life Advisory Services, Inc	Glastonbury	CT	07/2022	Present

06/2013 → Present

Bankers Life & Casualty, Inc

Glastonbury, CT
08/2016 → Present

Bankers Life Securities, Inc

Glastonbury, CT
07/2022 → Present

Bankers Life Advisory Services, Inc

Glastonbury, CT

Other Businesses

BANKERS LIFE & CASUALTY POSITION: Agent NATURE: Insurance sales consisting of life, health and long-term care insurance. INVESTMENT RELATED: No NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 80 START DATE: 06/21/2013 ADDRESS: 195 Scott Swamp Road, Farmington CT 06032, 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.

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2022-07-23
S63	Uniform Securities Agent State Law Examination	2016-12-15

S66 Uniform Combined State Law Examination

2022-07-23
S63 Uniform Securities Agent State Law Examination

2016-12-15