About Us
At Bankers Life & Casualty Co, we're not just advisors; we're your partners in navigating life's unexpected turns. With 18 years of experience and a personal touch from a mother who's walked the path of caregiving and Medicare disability firsthand, we specialize in helping you stay on track with your retirement and financial goals, no matter what life throws your way.
I assist clients with various areas of pre and post retirement planning; including, medicare, life, annuity, long term care, and financial/estate planning areas.
The products and services we offer
Recommendations Received (137)
"One Of the Best for sure. Very knowledgeable and saves with great integrity!"
"Very nice person to be a fiduciary for one’s insurance and financial needs "
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Thursday Jul 9th - Aug 9th
Yaa is very professional and knowledgeable in what she does. are you tired of starting a stop your goals, have you tried diets , workout plans ,...
Thursday Jul 23rd - Aug 22nd
Vivienne has a deep passion and excitement about what she does and helping people, getting them healthier and saving them costs overall while the...
Products & Services
When you need to count on expertise, we're here to help. Bankers Life & Casualty Co offers free consultation calls to clients in and around Topeka....
It's never too early or too late to improve your grasp on finance basics. Bankers Life & Casualty Co offers financial literacy workshops to individ...
Recommendations Given (194)
"Met with Dale and he is very ahead of his times. Sincere and wanting to help others in their..."
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"Met with Dale and he is very ahead of his times. Sincere and wanting to help others in their businesses. Would recommend. "
"Shervan is a caring, compassionate professional, who helps guide people with normal..."
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"Shervan is a caring, compassionate professional, who helps guide people with normal conversational hypnosis. I would recommend for anyone who would want to better themselves & improve their mental health along with other areas. "
Recent Activity
Would love and encourage any feedback on different businesses usage of various social media platforms for promoting and networking. What has worked and ways to improve upon current networking practices.
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Would love and encourage any feedback on different businesses usage of various social media platforms for promoting and networking. What has worked and ways to improve upon current networking practices.
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I review my personal and business expenses monthly. It helps by keeping myself on track for my marketing budget as well as household budget.
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I review my personal and business expenses monthly. It helps by keeping myself on track for my marketing budget as well as household budget.
Not a lot of time unfortunately for too many virtual events; however, I did attend an Estate Planning one last year. It was very informative. Estate Planning can be very critical for so many to have in place or reviewed periodically. I am currently doing a Trust as I have one son who is on...
(more)
Not a lot of time unfortunately for too many virtual events; however, I did attend an Estate Planning one last year. It was very informative. Estate Planning can be very critical for so many to have in place or reviewed periodically. I am currently doing a Trust as I have one son who is on Medicare disability at the young age of 24. I have 3 sons total and properly planning with a professional is even more critical.
I would strongly recommend to meet or discuss with a professional advisor, so they can can an assessment of where they are now and what they need to do in order to get to their goals. Situations change and it is how we adapt to them that allows us to be successful.
(more)
I would strongly recommend to meet or discuss with a professional advisor, so they can can an assessment of where they are now and what they need to do in order to get to their goals. Situations change and it is how we adapt to them that allows us to be successful.
Both myself and my company have made many positive changes and have become very adaptable in helping meet client needs, even with the Covid. I believe becoming adaptable has enabled us/myself to grow to continue to be there still for my clients. I am very blessed and humbled to be able to still...
(more)
Both myself and my company have made many positive changes and have become very adaptable in helping meet client needs, even with the Covid. I believe becoming adaptable has enabled us/myself to grow to continue to be there still for my clients. I am very blessed and humbled to be able to still continue to help people with both their insurance and financial planning, during an even more critical time to be planning.
Not necessarily, mainly how I meet people. Now is more virtually, limiting the time spent one on one in person. I am still helping clients with a lot of financial planning as well as life insurance planning and medicare areas.
(more)
Not necessarily, mainly how I meet people. Now is more virtually, limiting the time spent one on one in person. I am still helping clients with a lot of financial planning as well as life insurance planning and medicare areas.
