About BANKERS LIFE ADVISORY SERVICES, INC.
BANKERS LIFE ADVISORY SERVICES, INC. is a leading financial advisory firm that specializes in providing comprehensive and customized financial solutions to its clients. With a team of experienced professionals, the firm is dedicated to helping individuals and businesses achieve their financial goals.
How does the advisor help clients – Key Takeaways:
- Provides personalized financial plans based on clients’ unique needs and goals
- Offers a wide range of financial services, including investment management, retirement planning, insurance, and more
- Empowers clients to make informed financial decisions through education and guidance
- Maintains a transparent and client-focused approach
Facts and Insights
BANKERS LIFE ADVISORY SERVICES, INC. has over 30 years of experience in the financial services industry and has established a solid reputation for its expertise and integrity. The firm’s team of advisors has a deep understanding of the market and works closely with clients to develop tailored financial solutions that align with their specific needs and goals.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 50+ | Over 30 years |
Financial Services Offered
Investment Management
BANKERS LIFE ADVISORY SERVICES, INC. offers a range of investment management solutions to help clients achieve their long-term financial goals. This includes portfolio construction, risk management, and performance monitoring.
Retirement Planning
The firm understands the importance of planning for retirement and offers comprehensive retirement planning services to help clients build a secure financial future. From 401(k) rollovers to IRA planning, the advisors at BANKERS LIFE ADVISORY SERVICES, INC. can help clients make the most of their assets.
Insurance
Protecting one’s assets and loved ones is crucial, and BANKERS LIFE ADVISORY SERVICES, INC. offers a variety of insurance solutions to meet the diverse needs of its clients. This includes life insurance, long-term care insurance, and more.
Client Types
BANKERS LIFE ADVISORY SERVICES, INC. caters to a wide range of clients, including individuals, families, and small businesses. The firm’s advisors have the expertise and resources to address the unique financial needs of each client, regardless of their financial situation or goals.
Fees & Compensation
The firm follows a fee-based compensation structure, which means its advisors are compensated based on a percentage of the assets they manage for clients. This ensures that the advisors’ interests are aligned with their clients’ interests, as they only earn more when their clients’ portfolios grow.
Background
BANKERS LIFE ADVISORY SERVICES, INC. was founded in 1989 and has since grown to become one of the most reputable financial advisory firms in the industry. The firm is a subsidiary of CNO Financial Group, a leading provider of insurance and financial solutions.
Financial Advisor Disclosures to Know
As a fiduciary, BANKERS LIFE ADVISORY SERVICES, INC. is committed to acting in the best interests of its clients and providing full transparency in all its dealings. The firm fully discloses any potential conflicts of interest and ensures that all financial recommendations are in the best interest of the client.