Lauren Perry - Bankers Life Agent

Retirement planning should account for every stage of retirement—including the possibility of navigating it alone. This Forbes article highlights some often-overlooked financial considerations for the "solo years" and why planning ahead matters!

Avoid These Special Financial Pitfalls Of Your Solo Years Many solid retirement plans fall apart during the solo years after one spouse passes away, because the plans do not account for key changes.

Financial confidence is a form of self-care.

This National Wellness Month, consider how retirement planning, life insurance, and protection from unexpected expenses fit into your overall wellness strategy.

A healthier future starts with a plan—for your well-being and your finances.

Back-to-school season isn't just about getting the kids ready. It's a good reminder to make sure your financial plan is keeping up, too.

Whether you're thinking about protecting your loved ones, saving for future education expenses, or planning for the unexpected, now is a great time for a financial checkup.

Message me for an appointment.📚😊

🐾 It’s National Dog Month!

The dog days of summer are a great time to slow down, enjoy the company of loved ones (especiallythe furry ones!), and think about the future you share with them.

Whether you're planning for retirement, protecting your financial well-being, or preparing for what's ahead, a solid strategy can help you enjoy more of life's moments—with the people and pets you love. 💗

Are you on track for retirement?
Savings benchmarks by age can help you understand where you stand—and what steps you can take next.
Wherever you are in your journey, having a plan can make all the difference.

Average Retirement Savings By Age In 2026 And How To Catch Up | July Edition How does your nest egg compare? Explore the average retirement savings by age in 2026 and learn expert strategies to catch up if you're falling behind.

Summer is made for staying active.

Hospital indemnity insurance helps protect you from unexpected hospitalization costs—so you can focus on feeling better and getting back out there.

Learn more and shoot me a message to discuss your options: https://www.bankerslife.com/supplemental-health-insurance/

If you’re considering withdrawing from your annuity, it’s worth taking a closer look at the surrender period first.
Understanding how it works can help you avoid unnecessary fees and make the most of your investment.

Accessing Your Annuity Early? What You Should Know First - Bankers Life Blog Many people include annuities in their retirement strategy—but aren’t always clear on how surrender periods work. Understanding this key feature can help Accessing your annuity early? Learn how surrender periods work, what fees to expect, and when it may be better to wait before withdrawing fund...

☀️🍉 From family reunions to summer celebrations, these are the moments that matter most.

Protecting your family’s future helps ensure there are many more memories to come.

Let’s connect and start building a plan that fits your goals.

Annuity sales are soaring—and so are the opportunities.
More Americans are looking for guidance as they plan for retirement and seek steady, reliable income. That means greater demand for knowledgeable professionals who can help them navigate what’s next.
As a Bankers Life financial professional, you’ll build a meaningful career helping others feel confident about their financial future.
Message me for more information! :)

What You Should Know As Annuity Sales Soar Annuity sales are soaring, because retirees and pre-retirees want more guaranteed income and principal protection.