Bankers Life Securities

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Products and Services

The decisions you make now will impact your financial future. Let a Bankers Life Securities Financial Advisor help guide you through the challenges of investing. We can create a personalized solution built to provide potential long-term investment success.

Manage your investments with help from Bankers Life Advisory Services

Our affiliate, Bankers Life Advisory Services, is an SEC-registered investment advisor, offering fee-based investment management using third-party model portfolios.

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Bankers Life Advisory Services offers:

  • Professional Third-Party Portfolio Management and Trading

  • Portfolio Rebalancing

  • Annual Asset Based Management Fee Structure

  • Fiduciary Standard of Care

  • Quarterly Performance Reporting

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

Build and maintain your portfolio with help from a Financial Advisor. We provide commission-based sale of variable annuities, mutual funds, and equity & fixed income securities.

control finances

Bankers Life Securities brokerage services:

  • Taking customer orders

  • Executing securities transactions

  • Making recommendations to buy, sell or hold securities

  • Custodial services

Learn more about our brokerage services

Choose from a 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 When the funds are withdrawn for eligible uses, they are not subject to Federal income taxes.

  • Equities: With equities, you own shares or stock in an individual company. These securities are traded on exchanges such as NASDAQ. Owners of equities have certain rights, such as voting, dividends, etc.

  • Bonds: Bonds represent a loan made to a specific issuer with a stated interest rate, scheduled interest payments and maturity date for repayment of principal amount. Bonds are typically held to maturity but frequently can be traded in secondary markets.

  • 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.