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Wealth Management Solutions

Give us a call at (844) 553-9083

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With our brokerage services, you’re in control while we do the work

Build and maintain your portfolio with help from a Financial Representative. We provide commission-based sale of mutual funds, unit investment trusts, exchange-traded funds and variable annuities.

Bankers Life Securities brokerage services:

  • Taking customer orders

  • Executing securities transactions

  • Making recommendations to buy, sell or hold securities

  • Custodial services

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Choose from broad range of securities options

Your investment needs may not fit neatly into a pre-determined category. That’s why our investment approach revolves around identifying your unique investment goals and creating a personalized solution engineered to provide potential long-term investment success. Investment management solutions include:

Mutual Funds: These products enable an investor to achieve a more diversified portfolio with fewer individual investments. Each mutual fund has a stated investment objective and professional management.

Variable Annuities: Designed as a longer-term investment with exposure to stock market fluctuations, a variable annuity offers tax-deferred earnings.

529 Plans: A 529 plan allows for the prepayment of qualified higher education expenses at eligible educational institutions. When the funds are withdrawn for eligible uses, they are not subject to Federal income taxes.

Exchange Traded Funds (ETFs): Is a marketable security that tracks an index, a commodity, bonds, or a basket of assets like an index fund. Unlike mutual funds, an ETF trades like a common stock on a stock exchange. ETFs experience price changes throughout the day as they are bought and sold. ETFs typically have higher daily liquidity and lower fees than mutual fund shares, making them an attractive alternative for individual investors. Because it trades like a stock, an ETF does not have its net asset value (NAV) calculated once at the end of every day like a mutual fund does.