Kelsey Tate

Kelsey Tate, Bankers Life Agent and Bankers Life Securities Fina…    

5/5
(7) · Insurance agency in Charlotte, United States
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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 …
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 in the communities they serve. Our agents/producers take the time to get to know you as their customers, listen to your needs and values, and are dedicated to helping you meet your goals for a secure retirement. Get to know Bankers Life - and learn why our more than 1.5 million customers trust us to help protect their financial future, ensuring a healthier and rewarding retirement. The Bankers Life brand is a part of CNO Financial Group, Inc., whose companies provide insurance solutions that help protect the health and retirement needs of working Americans and retirees.

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5.0/5 · 7 reviews
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Jul 15, 2022
Very knowledgeable and so very helpful with any questions you may have… can always call with any questions!Full review by Jenny Petty Basham
Jul 15, 2022
Kelsey was my go-to person when I decided to retire. She was absolutely the best! The process was extremely easy with her help and she also took care of my 401k’s. She was also very helpful (to my ma…Full review by Cathey Steele

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Frequently asked questions

Q:
How would you define your stage of life?
A:
Financial obligations are growing and long-term financial goals are becoming better defined
Data from: BusinessWebsite
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