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Roberta Schaaf

Financial Advisor, Bankers Life Securities, Inc. and Bankers Life Advisory Services, Inc.
Agency Director - Insurance Sales Representative - Bankers Life and Casualty Company
Direct Phone:
(814) 796-7880(814) 796-7880
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Roberta SchaafFinancial Advisor, Bankers Life Securities, Inc. and Bankers Life Advisory Services, Inc., Erie, PA

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Meet Roberta Schaaf
Personal Business Philosophy
Helping my clients protect their financial security as they plan for retirement is important to me. I recognize that my clients' needs and priorities change over time, and I am dedicated to being there to serve them with integrity every step of the way.
licensed in
NY, OH, PA, SC
professional background
Joined Bankers Life in 2004Began work in the Insurance Industry in 2004Education: I am a college graduate from Slippery Rock University. I have two Bachelor of Science degrees in English and Business Marketing.
personal background
Family: I married my husband Joe in May 2009. We live on 10 acres in Girard, PA with our 14 year old son Joey. Joey participates in horseback riding and enjoys raising chickens. We have 2 Siberian Huskies, Arlo & Mauti.Community Involvement: Active within our Girard community and Girard School District, Penn State THON, and garden clubs.

Roberta Schaaf, Bankers Life Agent and Bankers Life Securities Financial Representative in Erie, PA

Closed - Opens at 9:00 AM Friday
Contact Me
Office Phone:
(814) 833-8300(814) 833-8300
Direct Phone:
(814) 796-7880(814) 796-7880
roberta.schaaf@bankerslife.com
Branch Info
3939 W Ridge Rd
Ste B8 # B7
Erie, PA 16506
US
Hours
Day of the WeekHours
Thursday9:00 AM - 5:00 PM
Friday9:00 AM - 5:00 PM
SaturdayClosed
SundayClosed
Monday9:00 AM - 5:00 PM
Tuesday9:00 AM - 5:00 PM
Wednesday9:00 AM - 5:00 PM

Products & Services Offered in Erie, PA

  • 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
  • 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.

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 – 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 Roberta Schaaf

5.0
Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
(9 Reviews)
  • 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.👍😆
Displaying reviews 1 - 1 out of the 9 most recent

Customer Reviews for Erie, PA

4.9
Rating 4.8full star ratingfull star ratingfull star ratingfull star ratingfull star rating
(141 Reviews)
  • Kelly H
    June 24, 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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  • Tracie J
    June 10, 2025
    5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Experienced, kind, understanding agent, answered all my questions and gave me the best rate, and I had shopped around
    Experienced, kind, understanding agent, answered all my questions and gave me the best rate, and I had shopped around
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  • Elizabeth S
    June 4, 2025
    5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Yvette and Brittany were great at setting up policies for me
    Yvette and Brittany were great at setting up policies for me
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  • Gloria H
    May 13, 2025
    5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Was very pleased with my visit from Kevin. He fully explained everything to me.
    Was very pleased with my visit from Kevin. He fully explained everything to me.
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  • Joseph H
    May 6, 2025
    5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Great service from Yvette.
    Great service from Yvette.
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  • Richard H
    April 29, 2025
    5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Great.
    Customer service explains everything so you can understand it.
    Great.
    Customer service explains everything so you can understand it.
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  • 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!
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  • 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.
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  • 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 .
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  • 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.
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  • 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.👍😆
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  • 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
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  • 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!
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  • 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.
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  • 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!
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  • 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!
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  • 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.
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  • 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.
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  • 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 !!
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  • 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.
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Displaying reviews 1 - 4 out of the 20 most recent

FAQs

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 Roberta
Featured Videos
Find out how Bankers Life long-term care insurance can offer you or a loved one the flexibility and independence you deserve. Someone may need long...
Find out how Bankers Life long-term care insurance can offer you or a loved one the flexibility and independence you deserve. Someone may need long-term care if they can no longer perform activities of daily living on their own (such as eating, bathing, dressing, or taking medications). These assisted care needs usually arise as part of the normal aging process, but can also occur as a result of injury, illness, or cognitive impairment. Long-term care can be costly and Medicare may not cover many of the expenses. Long-term care insurance pays benefits for assisted care services received at a facility or at home
Find out how Bankers Life long-term care insurance can offer you or a loved one the flexibility and independence you deserve. Someone may need long-term care if they can no longer perform activities of daily living on their own (such as eating, bathing, dressing, or taking medications). These assisted care needs usually arise as part of the normal aging process, but can also occur as a result of injury, illness, or cognitive impairment. Long-term care can be costly and Medicare may not cover many of the expenses. Long-term care insurance pays benefits for assisted care services received at a facility or at home
Featured Videos
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.
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.
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Finding Balance: How Financial Therapy Can Transform Your Money Mindset
Managing money can be a significant source of stress in life. For some, a simple tweak in their budget can bring clarity and stability. For others, financial challenges may stem from more complex issues, such as changes in financial circumstances, unhealthy spending habits, or emotional barriers. These difficulties can also impact relationships with partners and hinder progress toward achieving financial wellness. Moreover, our cultural background, religious beliefs, and gender identity often shape how we perceive and interact with money.
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Exploring Retirement Income Strategies in Any Economic Climate
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Caring Through Connection: Helping a Friend with Alzheimer’s
Alzheimer’s disease affects nearly 7 million people in the U.S., and by 2050, it’s expected that number will rise to 13 million. If your friend is among them, it can be incredibly challenging to maintain your bond as the disease progresses. Watching someone you care about struggle with memory loss and cognitive decline is difficult, but there are ways to stay connected and provide meaningful support.
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Should You Reevaluate Your 2025 Investment Strategy?
It’s common for investors, especially those in or near retirement, to pause and consider whether their financial approach still aligns with their goals. If the market feels shaky, then it becomes even more important to do so. Reviewing your 2025 investment strategy doesn’t always mean making major changes, but it may help you feel more informed and confident about your situation and next steps.
A mother and daughter baking in kitchen.
Should You Reevaluate Your 2025 Investment Strategy?
It’s common for investors, especially those in or near retirement, to pause and consider whether their financial approach still aligns with their goals. If the market feels shaky, then it becomes even more important to do so. Reviewing your 2025 investment strategy doesn’t always mean making major changes, but it may help you feel more informed and confident about your situation and next steps.
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