Best Investors Account Sign in
Current Employers
Bankers Life Advisory Services, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2024-10-03
  • IL RA
    APPROVED
    Since 2024-10-03

Branch Locations

1101 Perimeter Dr Ste 828, Schaumburg, IL 60173 • 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
Sr Copeland Appraisal New York NY 04/2016 11/2022
Bankers Life & Casualty, Inc Schaumburg IL 11/2022 Present
Bankers Life Securities, Inc Schaumburg IL 08/2024 Present
Bankers Life Advisory Services, Inc Schaumburg IL 10/2024 Present
  • 04/2016 → 11/2022
    Sr Copeland Appraisal
    New York, NY
  • 11/2022 → Present
    Bankers Life & Casualty, Inc
    Schaumburg, IL
  • 08/2024 → Present
    Bankers Life Securities, Inc
    Schaumburg, IL
  • 10/2024 → Present
    Schaumburg, IL
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 2024-09-30
  • S66 Uniform Combined State Law Examination
    2024-09-30

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Schaumburg, IL

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor