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Kevin Roberts

Financial Representative, Bankers Life Securities, Inc.
Insurance Sales Representative - Bankers Life and Casualty Company
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Kevin RobertsFinancial Representative, Bankers Life Securities, Inc., Danbury, CT

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Meet Kevin Roberts
Personal Business Philosophy
Offering solutions that help to meet the needs of clients today and for retirement.  Building personal relationships by listening to better understand your retirement goals.
licensed in
CT, NY, SC

Kevin Roberts, Bankers Life Agent and Bankers Life Securities Financial Representative in Danbury, CT

Closed - Opens at 9:00 AM Monday
Contact Me
Office Phone:
(203) 546-9334(203) 546-9334
kevin.roberts@bankerslife.com
Branch Info
100 Reserve Rd
Executive Ste 4196
Danbury, CT 06810
US
Hours
Day of the WeekHours
SundayClosed
Monday9:00 AM - 5:00 PM
Tuesday9:00 AM - 5:00 PM
Wednesday9:00 AM - 5:00 PM
Thursday9:00 AM - 5:00 PM
Friday9:00 AM - 5:00 PM
SaturdayClosed

Our Brands and Partners

Our agents provide an expansive suite of insurance options, including core products offered by Bankers Life and Casualty Company, Colonial Penn Life Insurance Company and Washington National Insurance Company.

  • Bankers Life Logo
  • Colonial Penn Logo
  • Washington National Logo

FORGET ME NOT DAYS

At Bankers Life, our insurance agents and associates witness firsthand the impact that Alzheimer’s and dementia have on our customers, their families and their caregivers. That’s why we established Bankers Life Forget Me Not Days®, our nationwide fundraising campaign to benefit the Alzheimer’s Association®. This June marks the 23rd anniversary of the campaign. Since 2003, we’ve helped raise more than $7.8 million for the Alzheimer’s Association through the Forget Me Not Days campaign and corporate donations.

Explore Medicare Advantage

You have many choices when it comes to Medicare – I can help you compare Medicare Advantage plans to find the right coverage for you. * Medicare Advantage (Part C) is an all\-in\-one alternative to Original Medicare Parts A and B. * It offers similar coverage, and with the optional benefit of prescription drug coverage (Part D). * Medicare Advantage Plans include an annual maximum out of pocket limit, and some plans offer premiums as low as $0 per month.


Products & Services Offered in Danbury, CT

  • Life Insurance

    Find out how life insurance can help protect the financial security of you and your family.
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  • Medicare Supplement Insurance

    Learn how Medicare supplement insurance can help cover out-of-pocket costs that Medicare may not cover.
    Explore
  • Long-term Care Insurance

    Find out how long-term care insurance can help provide financial security in the event of an unexpected long-term illness.
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  • Annuities

    Learn how an annuity can help protect and grow your retirement savings.
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  • Brokerage Services

    As a Financial Representative through Bankers Life Securities, Inc., I provide investment options including variable annuities, mutual funds, and equity and fixed income securities.
    Explore

Financial Calculators & Tools

Our calculators are here to help support your retirement and insurance planning needs so you can make confident and informed decisions.
Retirement Calculators
Insurance Calculators
  • How Long Will My Retirement Savings Last?

    Determine how long your retirement savings may last considering your monthly spending, sources of income, inflation and more.
  • Estimate Social Security Benefits

    Estimate your future Social Security benefits based on your income history and expected retirement age.
  • Traditional 401(k) or Roth 401(k)?

    How do traditional 401(k) and Roth 401(k) contributions differ, and which option best suits your financial needs?
  • Retirement Income Estimator

    Input your current savings and income sources to estimate your future retirement income and assess if you’re on track to meet your goals.
For information and educational purposes only. Does not constitute investment advice or a recommendation.
Reviews

Reviews for Kevin Roberts

5.0
Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
(1 Review)
  • 5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Great customer service

Customer Reviews for Danbury, CT

5
Rating 4.9full star ratingfull star ratingfull star ratingfull star ratingfull star rating
(199 Reviews)
  • Henry C
    April 24, 2025
    5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    He was very knowledgeable and very helpful thru out our conversation
    He was very knowledgeable and very helpful thru out our conversation
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  • Luis C
    April 22, 2025
    5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Excellent and knowledgeable 100 %
    Excellent and knowledgeable 100 %
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  • Diane F
    April 12, 2025
    5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    This was my first time signing up for Medicare; I was told by many people the process is very confusing.
    Kip made it so easy! He spoke to me in laymen’s terms, provided different policy options, presented diagrams showing the difference between Standard and Advantage plans.
    I highly recommend working with Kip!
    This was my first time signing up for Medicare; I was told by many people the process is very confusing.
    Kip made it so easy! He spoke to me in laymen’s terms, provided different policy options, presented diagrams showing the difference between Standard and Advantage plans.
    I highly recommend working with Kip!
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  • William C
    April 9, 2025
    5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Very professional, pleasant personality, and most of all KEEPS HIS WORD.
    Very professional, pleasant personality, and most of all KEEPS HIS WORD.
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  • Steve G
    April 8, 2025
    5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Outstanding service and personable
    Outstanding service and personable
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  • Nancy B
    April 3, 2025
    5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    I met Roberta a few years ago. Her professionalism, guidance, and knowledge of this industry has helped me tremendously. She answers all my questions and has offered information I had not thought about. She definitely has been as asset in my years of retirement.
    I met Roberta a few years ago. Her professionalism, guidance, and knowledge of this industry has helped me tremendously. She answers all my questions and has offered information I had not thought about. She definitely has been as asset in my years of retirement.
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  • Raymond S
    March 25, 2025
    5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Very pleasant and very knowledgeable with the different plans. Is always ready to help.
    Very pleasant and very knowledgeable with the different plans. Is always ready to help.
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  • Megan N
    March 25, 2025
    5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Desiree was great. She was prepared, anticipated and answered my questions. Explained the different options clearly and helped me arrive at a plan that works for me.
    Desiree was great. She was prepared, anticipated and answered my questions. Explained the different options clearly and helped me arrive at a plan that works for me.
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  • Anna A
    March 22, 2025
    5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Carlie is very personable and was attentive to my needs!
    Carlie is very personable and was attentive to my needs!
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  • Kathleen O
    March 18, 2025
    5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Excellent service
    Found me a policy within my budget!
    Highly recommend!
    Excellent service
    Found me a policy within my budget!
    Highly recommend!
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  • Jeffrey L
    March 15, 2025
    5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Jalen not out to sell you something you don't need he follows up making sure you're satisfied
    Jalen not out to sell you something you don't need he follows up making sure you're satisfied
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  • Kara G
    March 13, 2025
    5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Jalen did a fantastic job understanding my needs as a client and understanding when it is appropriate to bring down the information and when that might not be needed. He helped me really understand the multiple benefits of life insurance. I had a great experience and will refer him to my peers.
    Jalen did a fantastic job understanding my needs as a client and understanding when it is appropriate to bring down the information and when that might not be needed. He helped me really understand the multiple benefits of life insurance. I had a great experience and will refer him to my peers.
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  • Patricia A
    March 11, 2025
    5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Very personable and professional. He explained everything very clearly and was interested in our personal needs and concerns.
    Very personable and professional. He explained everything very clearly and was interested in our personal needs and concerns.
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  • Christine O
    March 11, 2025
    5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Very professional and easy to work with! 100% recommend!
    Very professional and easy to work with! 100% recommend!
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  • Megan N
    March 8, 2025
    5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Great experience! Good info.
    Great experience! Good info.
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  • Robin O
    March 7, 2025
    5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Carlie provided a detailed, easy to understand presentation to follow. She answered all my questions
    Carlie provided a detailed, easy to understand presentation to follow. She answered all my questions
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  • John B
    March 6, 2025
    5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
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  • Doreen B
    March 5, 2025
    5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    I’ve had her to be very helpful, guiding me through this process.
    I’ve had her to be very helpful, guiding me through this process.
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  • Mary Jane K
    March 5, 2025
    5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Carlie was so informative and explained everything about Medicare to me in detail. She also put my mind at ease, as this was a very difficult decision to make for me at this time. Thank you Carlie for your help
    Carlie was so informative and explained everything about Medicare to me in detail. She also put my mind at ease, as this was a very difficult decision to make for me at this time. Thank you Carlie for your help
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  • Paulette M
    February 28, 2025
    5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Jaylen was a pleasure to work with. He’s extremely knowledgable, and was able to answer all of our questions.
    Jaylen was a pleasure to work with. He’s extremely knowledgable, and was able to answer all of our questions.
    Read More
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Displaying reviews 1 - 4 out of the 20 most recent

FAQs

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How to Navigate Social Security Survivor Benefits for a Spouse
"When a loved one passes away, you may need to take some time to process your emotions and seek solace. But when the loved one is your spouse, you may have to both grieve and address a handful of immediate issues, such as figuring out funeral arrangements and costs and sorting out estate, probate, and legal expenses.",Are 60 years old or older; or if you have a disability and are 50 years old or older,Were married for at least 9 months before your spouse passed,Didn’t remarry before age 60 (or age 50 if you have a disability),More than 75% at 61,More than 80% at 63,More than 90% at 65,The deceased’s death certificate,Your and the deceased’s Social Security number,Your birth certificate and marriage certificate (if applicable),"A term or whole life insurance policy can provide a lump sum upon a spouse’s death. This can help replace lost income, cover living expenses, and provide financial stability during an emotionally difficult time.",Annuities are contracts that guarantee regular income payments for life or a set period. Some annuities offer survivor benefits that provide ongoing income to spouses.,A well-funded 401(k) or IRA can supplement survivor benefits and help maintain financial stability.,"Stocks, bonds, and mutual funds can generate dividends and capital gains to supplement Social Security benefits.",Owning rental properties can generate a steady monthly passive income stream that doesn’t rely on employment or Social Security benefits.
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Protecting Your Nest Egg: Understanding Sequence Risk in Retirement
As you prepare for retirement, one of the most important considerations is how to ensure that your nest egg lasts throughout your lifetime and you don’t outlive your money. One risk that many may overlook is sequence risk, which occurs when you face poor market returns early in retirement while you’re drawing down your savings. This can cause long-term damage to your portfolio, leaving you vulnerable later on in life.
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Annuity vs. Life Insurance: What’s the Difference?
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Annuities: A Financial Anchor in Times of Economic Instability
In times of economic instability, investors often seek safe havens to protect their financial future. Annuities, a financial product designed to provide a steady income stream, can be a valuable tool for those looking to mitigate risk and ensure stability. We’ll explore how annuities can serve as a reliable option during times of financial uncertainty.
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Planning for a financially secure retirement often requires a bit of creativity. The average American retiree aged 65 or older spends approximately $4,818 a month, and relying solely on traditional investments, like 401(k)s or pensions, might not be enough.

Let's Talk About Your Plans for Long-Term Care!

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As people live longer and health care expenses continue to rise, the need for long-term care becomes more of a "when" than an "if" situation. That's why it's so important to be prepared and have discussions with your loved ones. Ready to start planning your next steps?

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