Margaret Jacobsen Lane

Current Employers

Employment History

• 07/2020 → Present
  Bankers Life & Casualty, Inc
  Charlotte, NC
• 08/2010 → 09/2019
  Baker & Taylor
  Charlotte, NC
• 09/2019 → 07/2020
  Unemployed
  Charlotte, NC
• 05/2023 → Present
  Bankers Life Securities, Inc
  Charlotte, NC
• 10/2023 → Present
  Bankers Life Advisory Services, Inc
  Charlotte, NC

Other Businesses

BANKER LIFE POSITION: Agent NATURE: Insurance for the life of your retirement. Includes Medicare supplement, long term care, life insurance, and annuities. INVESTMENT RELATED: No NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 100 START DATE: 07/16/2020 ADDRESS: 10706 Sikes Place #300, Charlotte NC 28277, 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. ANDREW J LANE TRUST POSITION: Trustee NATURE: Trustee of an inherited trust created upon the death of Mildred K Lane. INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 04/09/2013 ADDRESS: 27336 Arlington Dr, Southfield MI 48076, United States DESCRIPTION: To hold, invest, reinvest and distribute trust funds FBO Andrew Lane. Distributions may be made to provide for the health, comfort, support, and maintenance of Andrew Lane. HENRIETTA JACOBSEN POSITION: Durable POA NATURE: I am the durable POA for my mother, Henrietta Jacobsen, who resides at Sun Valley Assisted Living in Clintonville, WI. Currently Henrietta owns no real estate and has no investments. INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 2 START DATE: 10/05/2022 ADDRESS: 76 Greentree Rd, Rm 13, Clintonville WI 54929, United States DESCRIPTION: Conduct Banking, Endorse Checks, Access Safety Deposit Box (N/A), Pay Debts, Settle Claims, Manage Real Estate (N/A), Sell or Purchase Personal Property, Invest (N/A), Retain Cash, Social Security Representative, General Grant of Power EVANGELICAL LUTHERAN CHURCH OF THE RESURRECTION POSITION: Executive Administrator / Chair Church Council NATURE: Religious organization dedicated to sharing the gospel and growing to be more like Jesus. INVESTMENT RELATED: No NUMBER OF HOURS: 110 SECURITIES TRADING HOURS: 100 START DATE: 07/08/2024 ADDRESS: 2940 Commonwealth Ave., Charlotte NC 28205, United States DESCRIPTION: Responsible for the operations of the church and it's rental properties. Negotiate and manage all supplier contracts, review and approve spending, and manage project for the church. As Chair of the council Ipreside over meetings of the congregation and of the council reviewing the operations of the church and seeking approval when necessary.

Exams

• S66 Uniform Combined State Law Examination
  2023-10-11

Other Names

• Margaret Rose Jacobsen