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Kelsey Tate

Unit Field Trainer - Insurance Sales Representative, Bankers Life and Casualty Company
Financial Representative, Bankers Life Securities, Inc.
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
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
AL, FL, GA, KY, 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 newly married to my wonderful husband, Justin. We have two dogs, Max the Beagle and Abby the Cavachon. I absolutely adore my nephew and nieces, Daniel, Rhea, and Olivia.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

9:00 AM - 5:00 PM 9:00 AM - 5:00 PM 9:00 AM - 5:00 PM 9:00 AM - 5:00 PM 9:00 AM - 5:00 PMClosed Today Closed Today
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
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
SundayClosed

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 22nd anniversary of the campaign. Since 2003, we’ve helped raise nearly $7.5 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.
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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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Reviews

Reviews for Kelsey Tate

5.0
Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
(40 Reviews)
  • 5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Kelsey listens to my concerns and helps me feel comfortable with my investments.
  • 5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Kelsey is always there when I need her! She is a very nice and kind person. I appreciate her help, effort, and dedication. She has done so much for my family and I. She is my favorite insurance agent!
  • 5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Kelsey is a blessing. She helped me with everything. If you need help with retirement planning ask Kelsey for help! She’s been great for my planning so far.
  • 5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Kelsey had been so helpful, friendly and professional in helping me with my Medicare decisions and any questions I’ve had. She responds quickly each time I text or call and always has answers for me.
  • 5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Kelsey came prepared to discuss our transition from regular health insurance which we purchased ourselves to Medicare with a supplemental. Her knowledge of the steps in preparation for the cutover greatly eased our concerns. She guided us through on navigating SSA and Medicare websites. Once we were setup there, then she began the explanation of what all Medicare covers and what it does not. Her insight helped us select a supplemental suited specifically to our needs and within budget.
  • 5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Great customer service! Kelsey took all the time I needed to help me make the right decision regarding my Medicare and the supplemental insurance plan. It was extre5confusing but Kelsey made it very simple for me.
  • 5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Kelsey is always super helpful and knowledgeable. She helped me get set up with Medicare, Social Security and supplemental insurance, and everything was painless and professional.
  • 5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Kelsey’s customer service is truly wonderful. She clearly cares about her clients and their future. She is super patient with me and all of the questions I had for her.
  • 5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Kelsey is amazingly proficient in her knowledge of retirement benefits and options. She guided my husband and me to a plan of action that will provide us with a secure retirement income. She dealt with some difficult issues in a very professional manner, and is always pleasant and positive. She provided answers to all our concerns in a timely and efficient way. Kelsey is definitely an asset to Bankers Life.
  • 5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Kelsey is a great agent and person. She really knows her stuff and is never too busy for ANY question. Always willing to help with anything. Took all the guesswork out of my decision for picking a Medicare Supplement plan.
  • 5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Very knowledgeable, very professional, very courteous, very considerate, was not pushy and did not mind taking the time to explain each and every part of the insurance, great customer service.
  • 5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Excellent, prompt customer service! Kelsey always goes above and beyond what is expected!!
  • 5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Excellent customer service!
    Kelsey has been extremely helpful to us. She always puts our minds at ease when we have any questions re finances.
    We have referred her to our friends more than a few times.
    We have much confidence in her work!
  • 5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Always prompt when I need her. Helpful with answers to all my questions.
  • 5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Great person, does not mind taking the time you need to help you understand what kind of insurance is best for you. I have never felt like this is just a job when she comes to take care of me and my husband. I can call with a question and know she will help me. Thank you Kelsey, you are a wonderful person.
  • 5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Professional, responsive, knowledgeable, respectful, informative, trustworthy, and fun to work with!
  • 5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Great advisor! Keeps me informed and always helps me understand things.
  • 5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    I have known Kelsey for over 10 years, first as a Banker’s Life Agent for my mother, and more recently as my Banker’s Life Agent. She makes herself available for any questions or concerns I have about Banker’s Life policies. She is always pleasant and friendly. Most of all, she always responds when I need her! Kelsey is the reason I went with Banker’s Life for my own long term care policy!
  • 5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    ALWAYS available and willing to answer/discuss any questions I have. My personal go to for insurance, Medicare, Social Security perspectives.
  • 5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Kelsey has taken such good care of us and guided us every step of the way as we become eligible for Medicare and Social Security. It is so great to have someone help us maneuver through these processes. She is professional and well educated. You can’t go wrong with Kelsey at your side
Displaying reviews 1 - 1 out of the 20 most recent

FAQs

Insights From Kelsey
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Bankers Life and Casualty Company clients Rick and Jan Tshudy of Palmyra, Pennsylvania share their story about choosing critical illness insurance.
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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?

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