Lea Pender, Bankers Life Agent

As a Personal Financial Representative in Oklahoma City, I know many local families. My knowledge and understanding of the people in this community help me provide customers with an outstanding level of service. I look forward to helping families like yours protect the things that are important - your family, home, car and more. I can also help you prepare a strategy to achieve your financial goals.

On the CPA side - a small practice - personal and business tax returns - and as mentioned includes financial planning. Tax prep is commoditized - i want business relationships - the clients stay with us when we can create a bond. We contact our business clients quarterly to check on them and of course we have our monthly and virtual CFO clients we are in close contact with. When the clients are open to it, we discuss financial futures, potential business sales, mergers, retirement planning, etc. Also the management of their resources - creating a "virtual family office" perspective

With a history dating back to 1879, Bankers Life provides a broad selection of life insurance and health insurance products designed especially for Americans who are near or in retirement. With more than 260 offices across the country, our more than 4,200 insurance agents/producers live and work ...