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Stephen Patch

Financial Advisor, Bankers Life Securities, Inc. and Bankers Life Advisory Services, Inc.
Field Director - Insurance Sales Representative - Bankers Life and Casualty Company
Direct Phone:
(678) 726-6016(678) 726-6016
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Stephen PatchFinancial Advisor, Bankers Life Securities, Inc. and Bankers Life Advisory Services, Inc., Atlanta, GA

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Meet Stephen Patch
Personal Business Philosophy
Dedicated to helping clients with their financial goals as they prepare for retirement. Seeking to be a trusted advisor in providing solutions that are in the best interest of the clients I serve.
licensed in
AL, GA, TN
professional background
Joined Bankers Life in 2013Became a Financial Representative in 2015Began work in the Insurance Industry in 2013Education: B.S. in Marketing, Plymouth State University
designations received
Financial Representative Designations: Series 6, Series 63, Series 65
personal background
Family: Wife Amanda, Son Conlin, Daughter Bella, Dog TuckerCommunity Involvement: Attend Southside Church

Stephen Patch, Bankers Life Agent and Bankers Life Securities Financial Representative in Atlanta, GA

8:00 AM - 6:00 PM 8:00 AM - 6:00 PM 8:00 AM - 6:00 PM 8:00 AM - 6:00 PM 8:00 AM - 6:00 PMClosed Today Closed Today
Contact Me
Office Phone:
(678) 626-0470(678) 626-0470
Direct Phone:
(678) 726-6016(678) 726-6016
Cell Phone:
(770) 990-3435(770) 990-3435
stephen.patch@bankerslife.com
Branch Info
2849 Paces Ferry Rd SE
# 360
Atlanta, GA 30339
US
Hours
Day of the WeekHours
Monday8:00 AM - 6:00 PM
Tuesday8:00 AM - 6:00 PM
Wednesday8:00 AM - 6:00 PM
Thursday8:00 AM - 6:00 PM
Friday8:00 AM - 6:00 PM
SaturdayClosed
SundayClosed

Products & Services Offered in Atlanta, GA

  • 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.
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  • 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.
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  • Advisory Services

    As an Investment Advisor through Bankers Life Advisory Services, Inc., I offer fee-based investment management using third-party model portfolios.
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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
For information and educational purposes only. Does not constitute investment advice or a recommendation.

Explore Medicare Advantage

You have many choices when it comes to Medicare – Let us 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.


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

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?

Reviews

Reviews for Stephen Patch

5.0
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(29 Reviews)
  • 5.0 out of 5.0
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    Stephen was very knowledgeable and answered all of our questions regarding Original Medicare and all the supplemental plans. He was able to help us navigate through the confusing terminology.
  • 5.0 out of 5.0
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    He talks through our options and explains it easily for us to understand. Friendly
  • 5.0 out of 5.0
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    Very knowledgeable, helpful and personable. Is a pleasure to work with.
  • 5.0 out of 5.0
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    He' very professional and answers any questions without hesitation. I will highly recommend to everyone. Pleasure to work with!!
  • 5.0 out of 5.0
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    Great Customer Service

  • 5.0 out of 5.0
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    Stephen has always been timely for our appointments and always knowledgeable on a wide variety of plans. He knows about upcoming changes long before I am aware of them and has researched options for me. Additionally, I have watched him with folks who were obviously very concerned and needed immediate assistance. He always makes time for them and eases their concerns. I highly recommend him to friends and coworkers.
  • 5.0 out of 5.0
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    Stephen has my business! He’s easy to deal with, eager to help and very prompt in responding to any questions. You couldn’t go wrong with Bankers Life and Stephen.
  • 5.0 out of 5.0
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    Stephen has been tremendously helpful in navigating Medicare and LTC insurance needs (honestly, I don't see how we would have done it without him). He is highly professional, extremely knowledgeable, and a genuinely caring person. He communicates the sometimes-tricky details of the insurance world clearly and patiently. I'm pleased to have him as a new advisor & partner in this season of my life.
  • 5.0 out of 5.0
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    Stephen has been our “go to guy” since we moved down to Georgia a few years ago and didn’t have a clue on what was available and best for us. He always listens to our wants and needs and advises us accordingly. He checks back with us on occasion and doesn’t disappear. He’s never steered us wrong and we are certainly thankful to have him as our agent.
  • 5.0 out of 5.0
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    I really enjoyed meeting Stephen, he was easy to talk to and very knowledgeable about Medicare and made it very easy to understand. I look forward to working with him.
  • 5.0 out of 5.0
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    Stephen has helped me through my medicare journey from the very beginning. He has made a very daunting task into a streamlined and simple experience. I highly recommend working with this agent. He is very knowledgeable about his products and the process.
  • 5.0 out of 5.0
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    Stephen did a great job helping me decide which Medicare plan to choose. I'll be recommending him to my friends.
  • 5.0 out of 5.0
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    Stephen was very helpful. I look forward to his assistance with my Health policy in the future.
  • 5.0 out of 5.0
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    Excellent!!! whenever I needed him he was there and when he wasn’t he would call me right back, he’s kind, patient,and very knowledgeable!!!
  • 5.0 out of 5.0
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    I can't say enough about Stephen. Visiting us in 2021, he assisted with my husband's impending 65th birthday and Medicare questions. Stephen had the wherewithal to keep us on his radar; contacting us recently, when the timing couldn't have been more perfect! I'm a firm believer that EVERYTHING HAPPENS FOR A REASON and I was about to buckle-up for a ride through the Medicare Parts C, D, etc. I was dreading it. We met with Stephen yesterday and he was able to give us what we need.
  • 5.0 out of 5.0
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    Stephen is awesome to work with. He is very knowledgeable and takes the time to explain everything in terms we can understand. We have had the pleasure of working with him for several years and we love his personality. He genuinely has concern for his clients and works hard for them. I would definitely recommend him to anyone.
  • 5.0 out of 5.0
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    Stephen provides excellent service. He is very knowledgeable and will present all options for your needs.
  • 5.0 out of 5.0
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    Absolutely hands down a overall great experience!
  • 5.0 out of 5.0
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    Stephen took the time to explain every facet of the Medicare and Social Security process. He was able to simplify the steps needed and made each process clear and listened to our questions and concerns. My wife and I truly appreciate his patience with us.
  • 5.0 out of 5.0
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    Just met with Stephen about Medicare supplement insurance. all I can say is very impressed with all the discussion. I appreciate having someone local that listens to questions prior to answering questions. I will recommend Stephen to family and friends that know my family name.
Displaying reviews 1 - 1 out of the 20 most recent

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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.

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Insights From Stephen
Making Life Insurance part of your “Life” story
Find out how life insurance can be an important aspect of retirement planning. Learn about the different types of life insurance and why life insu...
Find out how life insurance can be an important aspect of retirement planning. Learn about the different types of life insurance and why life insurance is important for everyone, no matter their age.
Find out how life insurance can be an important aspect of retirement planning. Learn about the different types of life insurance and why life insurance is important for everyone, no matter their age.
The Living Benefits of Life Insurance
Life insurance that pays benefits while you’re living? Beyond just covering funeral expenses, certain Bankers Life policies offer living benefits...
Life insurance that pays benefits while you’re living? Beyond just covering funeral expenses, certain Bankers Life policies offer living benefits, which can be used to help replace lost income or other needs.
Life insurance that pays benefits while you’re living? Beyond just covering funeral expenses, certain Bankers Life policies offer living benefits, which can be used to help replace lost income or other needs.
Make a Plan for your Long-term Care
Learn how Bankers Life long-term care insurance can offer you or a loved one the flexibility and independence you deserve.
Learn how Bankers Life long-term care insurance can offer you or a loved one the flexibility and independence you deserve.
Benefits of Long-term Care Insurance
Learn how long-term care insurance provides benefits for assisted care, and can help cover some health care costs associated with aging.
Learn how long-term care insurance provides benefits for assisted care, and can help cover some health care costs associated with aging.
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