

Kelsey Tate

Kelsey TateFinancial Representative, Bankers Life Securities, Inc., Charlotte, NC
Kelsey Tate, Bankers Life Agent and Bankers Life Securities Financial Representative in Charlotte, NC
Day of the Week | Hours |
---|---|
Sunday | Closed |
Monday | 9:00 AM - 5:00 PM |
Tuesday | 9:00 AM - 5:00 PM |
Wednesday | 9:00 AM - 5:00 PM |
Thursday | 9:00 AM - 5:00 PM |
Friday | 9:00 AM - 5:00 PM |
Saturday | Closed |
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.
Forget Me Not Days

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
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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. - Explore
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.
Financial Calculators & Tools

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.
Reviews for Kelsey Tate
Customer Reviews for Charlotte, NC
- April 29, 20255.0 out of 5.0Rating 5.0Mark was so personable and made the process so easy. I walked away with understanding everything clearly.
- April 29, 20255.0 out of 5.0Rating 5.0We 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.
- April 18, 20255.0 out of 5.0Rating 5.0Eric always goes the extra mile to make things easier. He looks out for his clients.
- April 17, 20255.0 out of 5.0Rating 5.0He was great at explaining what we needed to know and answered all are questions
- April 9, 20255.0 out of 5.0Rating 5.0Overall excellent company, great customer service, outstanding products and a passion to help the retirement community!
- April 9, 20255.0 out of 5.0Rating 5.0Ken Snyder, I don't know what I would have done without him. So Knowledgeable!
- April 8, 20255.0 out of 5.0Rating 5.0Ken 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.
- April 6, 20255.0 out of 5.0Rating 5.0Jonathan 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. - April 1, 20255.0 out of 5.0Rating 5.0Great service
Answered all of my questions - March 26, 20255.0 out of 5.0Rating 5.0Great help in reducing Medicare supplement cost. Seemed to be very knowledgeable of various plans.
- March 25, 20255.0 out of 5.0Rating 5.0We 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.
- March 25, 20255.0 out of 5.0Rating 5.0Kenneth 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.
- March 25, 20255.0 out of 5.0Rating 5.0Anna explained everything to me and I appreciate that
- March 25, 20255.0 out of 5.0Rating 5.0From 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 - March 19, 20255.0 out of 5.0Rating 5.0Outstanding 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.
- March 19, 20255.0 out of 5.0Rating 5.0Great customer service!!!!!
- March 19, 20255.0 out of 5.0Rating 5.0Jonathan 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. - March 15, 20255.0 out of 5.0Rating 5.0Very 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.
- March 6, 20255.0 out of 5.0Rating 5.0Kenneth 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 .
- March 4, 20255.0 out of 5.0Rating 5.0Jonathan 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.
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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?