agent picture

Kevin Koszegi

Financial Professional
Insurance Sales Representative - Bankers Life and Casualty Company
Direct Phone:
(814) 796-7871(814) 796-7871
Leave a Referral
agent picture

Kevin KoszegiInsurance Sales Representative, Erie, PA

request apt form icon
quote form icon
Meet Kevin Koszegi
Personal Business Philosophy
I'm dedicated to helping my clients protect their financial security as they prepare for retirement. I hold myself to the highest level of personal and professional integrity and promise only to recommend insurance product solutions that are in my client's best interests.
licensed in
OH, PA
professional background
Joined Bankers Life in 2008Began work in the Insurance Industry in 2007Education: Associate's in Business Marketing and Management
personal background
Family: Mary Christine-Wife, Kyle and Ryan, my sons

Kevin Koszegi, Bankers Life Agent in Erie, PA

Closed - Opens at 8:30 AM Monday
Contact Me
Office Phone:
(814) 833-8300(814) 833-8300
Direct Phone:
(814) 796-7871(814) 796-7871
Cell Phone:
(814) 572-7081(814) 572-7081
kevin.koszegi@bankerslife.com
Branch Info
3939 W Ridge Rd
Ste B8 # B7
Erie, PA 16506
US
Hours
Day of the WeekHours
SundayClosed
Monday8:30 AM - 5:00 PM
Tuesday8:30 AM - 5:00 PM
Wednesday8:30 AM - 5:00 PM
Thursday8:30 AM - 5:00 PM
Friday8:30 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 Erie, PA

  • 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
  • Annuities

    Learn how an annuity can help protect and grow your retirement savings.
    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 Koszegi

5.0
Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
(7 Reviews)
  • 5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    love kevin-friendly and a true gentleman-helpsyou make the right decision
Displaying reviews 1 - 1 out of the 7 most recent

Customer Reviews for Erie, PA

4.9
Rating 4.8full star ratingfull star ratingfull star ratingfull star ratingfull star rating
(134 Reviews)
  • Wayne S
    April 23, 2025
    5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    She was very knowledgeable and helpful!
    She was very knowledgeable and helpful!
    Read More
    Read Less
  • Shelly T
    April 10, 2025
    5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Travus Kundar and Danna Holmes are the very best nicest people from Bankers life ever.my husband and I really appreciate the level they take one to get us signed up and very knowledgeable in what they do,and they are a joy to have come in our home and explain in great detail what they signed us up for,we feel blessed beyond words to now have coverage that fits our budget and lifestyle.
    Travus Kundar and Danna Holmes are the very best nicest people from Bankers life ever.my husband and I really appreciate the level they take one to get us signed up and very knowledgeable in what they do,and they are a joy to have come in our home and explain in great detail what they signed us up for,we feel blessed beyond words to now have coverage that fits our budget and lifestyle.
    Read More
    Read Less
  • Victoria T
    April 8, 2025
    5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Kevin was professional , knowledgeable, and courteous .
    Kevin was professional , knowledgeable, and courteous .
    Read More
    Read Less
  • Philip R
    April 1, 2025
    5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Nice guy! Very friendly, very knowledgeable, able to explain everything, very professional.
    Nice guy! Very friendly, very knowledgeable, able to explain everything, very professional.
    Read More
    Read Less
  • Ashton B
    March 27, 2025
    5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    This was the greatest experience I have ever had in my entire life, thank you for my insurance.👍😆
    This was the greatest experience I have ever had in my entire life, thank you for my insurance.👍😆
    Read More
    Read Less
  • Hope M
    March 27, 2025
    5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Every aspect of our application was professional. I thank Jay for the opportunity to get our daughter covered
    Every aspect of our application was professional. I thank Jay for the opportunity to get our daughter covered
    Read More
    Read Less
  • Maryellen H
    March 19, 2025
    5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Josh is very personable and knows his product very well. I would recommend him, and have, to many people. My experience was wonderful with him as my agent!
    Josh is very personable and knows his product very well. I would recommend him, and have, to many people. My experience was wonderful with him as my agent!
    Read More
    Read Less
  • Elizabeth S
    March 18, 2025
    5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    I don't know what I would have done without him, honestly. He's great and so knowledgeable.
    I don't know what I would have done without him, honestly. He's great and so knowledgeable.
    Read More
    Read Less
  • Susan T
    March 14, 2025
    5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Josh was very knowledgeable, polite and courteous. Great service!
    Josh was very knowledgeable, polite and courteous. Great service!
    Read More
    Read Less
  • Danielle V
    March 14, 2025
    5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Nick has been great! Very thorough with explaining what we didn't understand and was helpful in finding the best plan for us!
    Nick has been great! Very thorough with explaining what we didn't understand and was helpful in finding the best plan for us!
    Read More
    Read Less
  • Brian S
    March 13, 2025
    4.0 out of 5.0
    Rating 4.0full star ratingfull star ratingfull star ratingfull star rating
    Very nice & friendly and very helpful.
    Very nice & friendly and very helpful.
    Read More
    Read Less
  • Harry F
    March 1, 2025
    5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Great visit. Very informative of what I was going to need. Very personable. She did a great job for us.
    Great visit. Very informative of what I was going to need. Very personable. She did a great job for us.
    Read More
    Read Less
  • David B
    February 20, 2025
    5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Very professional but still down to earth making it very simple to communicate with on a topic that can be confusing as I approach 65 !!
    Very professional but still down to earth making it very simple to communicate with on a topic that can be confusing as I approach 65 !!
    Read More
    Read Less
  • Janet B
    February 13, 2025
    5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Nick was very knowledgeable and thorough. He is also considerate and compassionate of his clients’ situation. He will do all he can and give his time for the best of his client.
    Nick was very knowledgeable and thorough. He is also considerate and compassionate of his clients’ situation. He will do all he can and give his time for the best of his client.
    Read More
    Read Less
  • Charles P
    February 11, 2025
    5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Great agent always helpful.
    Great agent always helpful.
    Read More
    Read Less
  • Marie S
    February 2, 2025
    5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Nick explained everything very thoroughly. He is very knowledgeable and answered all of our questions. I would highly recommend him to anyone to see how he could help with them.
    Nick explained everything very thoroughly. He is very knowledgeable and answered all of our questions. I would highly recommend him to anyone to see how he could help with them.
    Read More
    Read Less
  • Robin M
    January 29, 2025
    5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Sara (Sally) is wonderful to work with. She was very knowledgeable and reviewed my husband's and my life insurance policies. We enjoy seeing here every year to go over our Medicare insurance.
    Sara (Sally) is wonderful to work with. She was very knowledgeable and reviewed my husband's and my life insurance policies. We enjoy seeing here every year to go over our Medicare insurance.
    Read More
    Read Less
  • Richard M
    January 29, 2025
    4.0 out of 5.0
    Rating 4.0full star ratingfull star ratingfull star ratingfull star rating
    Very good
    Very good
    Read More
    Read Less
  • Rachel B
    January 27, 2025
    5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Nick is very knowledgeable and took the time to explain my options to me.
    Nick is very knowledgeable and took the time to explain my options to me.
    Read More
    Read Less
  • Lorraine F.
    January 26, 2025
    5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    love the company and appreciate the great service
    love the company and appreciate the great service
    Read More
    Read Less
Displaying reviews 1 - 4 out of the 20 most recent

FAQs

Insights From Kevin
Featured Videos
Find out how Bankers Life long-term care insurance can offer you or a loved one the flexibility and independence you deserve.
Find out how Bankers Life long-term care insurance can offer you or a loved one the flexibility and independence you deserve.
Featured Videos
Universal life insurance can play a vital role in your retirement strategy. It provides long-term, permanent life insurance coverage plus more!
Universal life insurance can play a vital role in your retirement strategy. It provides long-term, permanent life insurance coverage plus more!
Featured Videos
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.
Middle aged couple embracing in autumn.
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.
Older couple sits in their kitchen with a financial advisor.
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.
Two seniors talking with a financial professional.
Planning for Market Uncertainty: 5 Things to Consider If the Market Is Shaky
If you’re retired or nearing retirement, market uncertainty can feel unnerving. After you’ve spent decades working, saving, and planning, it’s natural to be concerned when the market dips or prices start rising.
Older couple sitting at table and smiling.
Annuity vs. Life Insurance: What’s the Difference?
As you think about how you want to approach planning for retirement, you’ll need to make decisions about how to manage financial risks and income. Annuities and life insurance policies are both excellent tools for doing that, but they serve different purposes.
Man on his laptop looking serious.
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.
Mature man drinking coffee from a mug while looking out the window of his home.
10 Retirement Income Streams Beyond Traditional Investments
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!

Forbes advisor badge

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?

Act Now For Your Free No-Obligation Quote