Business ProfileforBankers Life

Bankers Life called my Mother and setup an appointment for the week of October 25th, 2024 to review her ******** options during this open enrollment period. There was zero mention of wanting to also discuss / sell her life insurance until they were at her house. The ******** review ended with no information for her to review and moved into a life insurance sales pitch with the ask that she sign-up for a policy right there during the meeting. I understand they can reference that they have other products, but they are not allowed to "sell" a life insurance policy at a meeting that was setup for a ******** review which is exactly what happened. She had to decline to sign a life insurance policy more than once claiming she needed to speak with her children (me). Clearly, the ******** meeting was a method to get in the door. They also requested very detailed personal health and financial information and asked that she provide them her sister's information so they could contact her. It is very clearly stated in the ******** Marketing rules these things are not allowed. My ask is that Banker's Life acknowledges that this is bad practice and understands that asking her to sign-up for a life insurance policy at that time at that meeting is also illegal. This is the summary of issues:1. The meeting was 100% setup as a ******** review 2. Since it was a meeting to discuss ********, they can not try to sell life insurance at the SAME meeting. They would have to have a follow up meeting 3. Since they wanted her to sign a life insurance policy on that day during that meeting, they were breaking the law.I have the actual brokers contact information, but I am leaving it out of this complaint as I assume this is a Banker's Life practice and not a personal broker practice. If not, the broker contact information can be provided.**************************************************************************************************