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Kelsey Tate

Financial Representative, Bankers Life Securities, Inc.
Insurance Sales Representative - Bankers Life and Casualty Company
Direct Phone:
(980) 245-5277(980) 245-5277
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Kelsey TateFinancial Representative, Bankers Life Securities, Inc., Charlotte, NC

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Meet Kelsey Tate
Personal Business Philosophy
Engaging with clients to help organize and build on their financial goals as they plan and near retirement. Being a trusted partner and advocate through focusing on client needs and their priorities.
licensed in
AL, FL, GA, KY, MA, MI, NC, OH, PA, SC, TX, VA
professional background
Joined Bankers Life in 2014Became a Financial Representative in 2017Education: North Carolina State University, B.S.
designations received
Insurance Designations: Certified Long Term Care
personal background
Family: I am very close with my parents and siblings as well as my nieces and nephew, I am a big fan of rescuing dogs.Community Involvement: Active member of NC State Alumni Association, lifetime member of Alpha Chi Sigma Professional Chemistry Fraternity

Kelsey Tate, Bankers Life Agent and Bankers Life Securities Financial Representative in Charlotte, NC

Closed - Opens at 9:00 AM Monday
Contact Me
Office Phone:
(704) 541-9592(704) 541-9592
Direct Phone:
(980) 245-5277(980) 245-5277
Cell Phone:
(336) 365-7261(336) 365-7261
kelsey.tate@bankerslife.com
Branch Info
10706 Sikes Pl
Ste 300
Charlotte, NC 28277
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
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  • 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 Charlotte, NC

  • Life Insurance

    Find out how life insurance can help protect the financial security of you and your family.
    Explore
  • 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.
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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
  • 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 Kelsey Tate

5.0
Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
(43 Reviews)
  • 5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Recently had the opportunity to meet with Kelsey to discuss a number of Financial vehicles and strategies for both my personal and business portfolios. I've been looking for the right solutions for insurance and investments and have been pleasantly impressed by Kelsey's approach and her expertise. To find someone so down-to-earth and knowledgeable and then also so hands on with connections to resources is reassuring. Im thankful to have Kelsey and Bankers on my side and plan to keep it that way.
Displaying reviews 1 - 1 out of the 20 most recent

Customer Reviews for Charlotte, NC

5
Rating 4.9full star ratingfull star ratingfull star ratingfull star ratingfull star rating
(289 Reviews)
  • Marion S
    April 29, 2025
    5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Mark was so personable and made the process so easy. I walked away with understanding everything clearly.
    Mark was so personable and made the process so easy. I walked away with understanding everything clearly.
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  • Kimberly M
    April 29, 2025
    5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    We are so pleased with our representative Jacob Brock. His customer service is fantastic. It is so nice to have a trusted representative to help us navigate the Medicare insurance process. We are very thankful to have Jacob as our insurance adviser.
    We are so pleased with our representative Jacob Brock. His customer service is fantastic. It is so nice to have a trusted representative to help us navigate the Medicare insurance process. We are very thankful to have Jacob as our insurance adviser.
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  • Katrina M
    April 18, 2025
    5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Eric always goes the extra mile to make things easier. He looks out for his clients.
    Eric always goes the extra mile to make things easier. He looks out for his clients.
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  • Timothy H
    April 17, 2025
    5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    He was great at explaining what we needed to know and answered all are questions
    He was great at explaining what we needed to know and answered all are questions
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  • Christopher T.
    April 9, 2025
    5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Overall excellent company, great customer service, outstanding products and a passion to help the retirement community!
    Overall excellent company, great customer service, outstanding products and a passion to help the retirement community!
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  • Beth M
    April 9, 2025
    5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Ken Snyder, I don't know what I would have done without him. So Knowledgeable!

    Ken Snyder, I don't know what I would have done without him. So Knowledgeable!

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  • Deborah D
    April 8, 2025
    5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Ken is excellent to work with. He explains my policy to me and the difference between others offered. He truly cares about people and makes the process as easy as he can.
    Ken is excellent to work with. He explains my policy to me and the difference between others offered. He truly cares about people and makes the process as easy as he can.
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  • Bill C
    April 6, 2025
    5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Jonathan has managed our portfolio prior to and since my retirement. Working with him, he developed a highly diversified portfolio of several financial instruments matching our risk tolerance. Jonathan always patiently and promptly responds to my questions and concerns regarding financial markets.

    I highly recommend Jonathan as a financial advisor either to young individuals beginning their investment journey, to the middle ager or to those of us preparing to retire or are presently retired.
    Jonathan has managed our portfolio prior to and since my retirement. Working with him, he developed a highly diversified portfolio of several financial instruments matching our risk tolerance. Jonathan always patiently and promptly responds to my questions and concerns regarding financial markets.

    I highly recommend Jonathan as a financial advisor either to young individuals beginning their investment journey, to the middle ager or to those of us preparing to retire or are presently retired.
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  • Kimberly M
    April 1, 2025
    5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Great service
    Answered all of my questions
    Great service
    Answered all of my questions
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  • William H
    March 26, 2025
    5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Great help in reducing Medicare supplement cost. Seemed to be very knowledgeable of various plans.
    Great help in reducing Medicare supplement cost. Seemed to be very knowledgeable of various plans.
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  • Janet W
    March 25, 2025
    5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    We talked with Kenneth when my husband went on Medicare several years ago and I would trust only Kenneth for any of my needs. He is very knowledgeable and can answer any question you throw at him.
    We talked with Kenneth when my husband went on Medicare several years ago and I would trust only Kenneth for any of my needs. He is very knowledgeable and can answer any question you throw at him.
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  • Terrace H
    March 25, 2025
    5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Kenneth is great with Medicare and the Supplement. He answered all my questions and was a huge help with me deciding what to do. And, all I have to do is call him and he gets everything taken care of quickly.
    Kenneth is great with Medicare and the Supplement. He answered all my questions and was a huge help with me deciding what to do. And, all I have to do is call him and he gets everything taken care of quickly.
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  • Tina S
    March 25, 2025
    5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Anna explained everything to me and I appreciate that
    Anna explained everything to me and I appreciate that
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  • Robyn M
    March 25, 2025
    5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    From the moment we met Mark Donadio, he has been an absolute pleasure to work with. He brings an infectious smile and a positive energy that instantly puts you at ease. More importantly, he truly knows his work, and if he ever encounters something he’s unsure of, he takes the time to find the right answers and get back to you promptly.
    Mark is all about integrity—he’s not just here to sell you something. He provides in-depth, well-researched information, ensuring that you understand your options
    From the moment we met Mark Donadio, he has been an absolute pleasure to work with. He brings an infectious smile and a positive energy that instantly puts you at ease. More importantly, he truly knows his work, and if he ever encounters something he’s unsure of, he takes the time to find the right answers and get back to you promptly.
    Mark is all about integrity—he’s not just here to sell you something. He provides in-depth, well-researched information, ensuring that you understand your options
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  • Evonne M
    March 19, 2025
    5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Outstanding job on explaining the programs and comparing and contrasting differences as it relates to premiums and what comes with each package chosen. Professional and courteous conduct displayed during presentation of services. I was impressed with his patience and ability to clearly and concisely answer my questions. Mr. Mckenzie responded to my needs with patience and understanding. I would recommend him highly.
    Outstanding job on explaining the programs and comparing and contrasting differences as it relates to premiums and what comes with each package chosen. Professional and courteous conduct displayed during presentation of services. I was impressed with his patience and ability to clearly and concisely answer my questions. Mr. Mckenzie responded to my needs with patience and understanding. I would recommend him highly.
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  • Andria D
    March 19, 2025
    5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Great customer service!!!!!
    Great customer service!!!!!
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  • Maria O
    March 19, 2025
    5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Jonathan is the best, he keeps up with everything, reminds us of “due dates”’, helps us get the best value for our dollar as we proceed down this new and unfamiliar path in our lives.

    He is professional, but not stiff. He has a warm and very friendly demeanor.. we enjoy his visits and updates.
    Jonathan is the best, he keeps up with everything, reminds us of “due dates”’, helps us get the best value for our dollar as we proceed down this new and unfamiliar path in our lives.

    He is professional, but not stiff. He has a warm and very friendly demeanor.. we enjoy his visits and updates.
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  • Dawn P
    March 15, 2025
    5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Very nice and prompt agent. She was able to explain Medicare and the other options so theater we understood. Glad she was referred to us by the Dukes.
    Very nice and prompt agent. She was able to explain Medicare and the other options so theater we understood. Glad she was referred to us by the Dukes.
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  • Richard W
    March 6, 2025
    5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Kenneth knows the Medicare system expertly but it’s his ability to explain the complex in simple terms that people can understand and feel comfortable with, when faced with choosing the right options .
    Kenneth knows the Medicare system expertly but it’s his ability to explain the complex in simple terms that people can understand and feel comfortable with, when faced with choosing the right options .
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  • Brenda L
    March 4, 2025
    5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Jonathan is great to work with. Always quick to return calls if he is not available to answer at time of call. Is good to ask questions to get us what we need.
    Jonathan is great to work with. Always quick to return calls if he is not available to answer at time of call. Is good to ask questions to get us what we need.
    Read More
    Read Less
Displaying reviews 1 - 4 out of the 20 most recent

FAQs

Insights From Kelsey
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Understanding “Cash on the Sidelines” and the Shifting Economic Landscape
As we navigate through changing economic times, it’s essential to understand some key financial concepts that impact both individual and global economic conditions. You may have heard of the concept, “Cash on the Sidelines,” which often comes up in discussions about stock markets and worries over high risk investments and keeping money in either cash or lower risk, lower-yield investments.
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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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Planning for Market Uncertainty: 5 Things to Consider If the Market Is Shaky
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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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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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