Our Ideal Customer
Smart and Hardworking people who do not want to lose everything they have earned due to illness or death of a loved one. You can call my direct line at (703) 972-7086
Partner types we’d like to work or share referrals with
About Us
At Bankers Life, we help you navigate the options of retirement planning. Specializing in Health Expenses, Retirement Income, Final Expenses/Survivor's Income, and Extended Care; we find solutions to your needs and help you reach your financial goals.
The products and services we offer
Products & Services
For income replacement, legacy planning, or just final expense. Let me see what your needs are and if you qualify.
The cost of one illness could bankrupt you, even if you have Medicare. Don't let the cost of post hospital care be a problem. Bankers Life offers...
Without a Medigap plan, your illness can bankrupt you. Let me find the best fit for your budget and health.
Recommendations Given (6)
"You can't tell that the car was ever damaged! "
"Quality work done on time at fair prices."
"Honest Mechanics who refer better shops for the best service possible. They serviced my Honda..."
Read more
"Honest Mechanics who refer better shops for the best service possible. They serviced my Honda Fit for over 300K miles so far. "
Recent Activity
Marketing is a numbers game. One thing is for sure, if you never reach out, you never get contacts. The other side to the activity is wasting money. Sure there is a happy medium but how do you find that perfect spot if you don't follow your metrics?No matter what you send out, if there isn't...
(more)
Marketing is a numbers game. One thing is for sure, if you never reach out, you never get contacts. The other side to the activity is wasting money. Sure there is a happy medium but how do you find that perfect spot if you don't follow your metrics?No matter what you send out, if there isn't something for the client, they don't see the need to contact you.
This is such a complex issue, Other than securiity issues and using company resources, he question comes for me becomes one of motivation to work vs. opportunity cost of work efficiency. The next issue is that of the type of labor; Clock Puncher or exempt status? I guess what I'm asking is ...
(more)
This is such a complex issue, Other than securiity issues and using company resources, he question comes for me becomes one of motivation to work vs. opportunity cost of work efficiency. The next issue is that of the type of labor; Clock Puncher or exempt status? I guess what I'm asking is is,"Does the phone call adversely affect client loyalty or do you care more about squeezing performance from your employee?" If the former, they can do it on break. If you don't offer break, shame on you. If you run a continuous production line, there are ways to fit in the breaks; it just takes teamwork.If the latter, you have to address the issue per employee. The consequence to that may be jealous employees who see favoritism or your inability stay objective per company guidelines. There are ways to work around that too unless you overtly show favoritism.My opions are based from"Blake and Mouton's management grid,Abraham Maslow's heirarchy of needs.Johari's window.Kaisen approach to team building.
Like gold and silver was to subsistence farmers, cryptocurrency is to those who don't fully understand cybersecurtiy. The risk of losing something without a certificate of authenticity and knowing that the company that issues the cert isn't backed or re-insured, brings too much risk for the...
(more)
Like gold and silver was to subsistence farmers, cryptocurrency is to those who don't fully understand cybersecurtiy. The risk of losing something without a certificate of authenticity and knowing that the company that issues the cert isn't backed or re-insured, brings too much risk for the average person.
In our industry, the only things "free" to our clients are our advice, application process, and dumb looks. Free implies hidden costs that are passed on to other clients or lower profits. I'm in the business of going broke if I do everything free for everyone. As Milton Freedman once said,...
(more)
In our industry, the only things "free" to our clients are our advice, application process, and dumb looks. Free implies hidden costs that are passed on to other clients or lower profits. I'm in the business of going broke if I do everything free for everyone. As Milton Freedman once said, "there is such thing a free lunch". The clients who sign with me see the value I bring in service that isn't offered by other companies. I look at the whole picture of your needs rather than satisfy your immediate wants. In the end, you get what you pay for.
Seeing the smiles and a sense of relief when I can solve their issues with personal insurance. Even if they don't become my client, I can educate them to keep them empowered to make informed decisions.
(more)
Seeing the smiles and a sense of relief when I can solve their issues with personal insurance. Even if they don't become my client, I can educate them to keep them empowered to make informed decisions.
I don't take time off when a client calls me. I usually answer or return calls within 2 hours. Most of my meetings are by appointment in order to make life easier for clients.
(more)
I don't take time off when a client calls me. I usually answer or return calls within 2 hours. Most of my meetings are by appointment in order to make life easier for clients.
At the very least a no obligation review of your retirement planning, and post retirement picture in both health and finance. We have the most common insurance policies that affect most retirees. Call me for "the life of your retirement"
(more)
At the very least a no obligation review of your retirement planning, and post retirement picture in both health and finance. We have the most common insurance policies that affect most retirees. Call me for "the life of your retirement"
Our Team
Jeong Son
Agent