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Jacob Rosenbaum
Financial Representative, Bankers Life Securities, Inc.
Field Director - Insurance Sales Representative - Bankers Life and Casualty Company
Direct Phone:
(412) 282-6001(412) 282-6001
Jacob RosenbaumFinancial Representative, Bankers Life Securities, Inc., Pittsburgh, PA
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Meet Jacob Rosenbaum
Personal Business Philosophy
Dedicated to helping clients with their financial goals as they prepare for retirement. Being a trusted partner and advocate by providing solutions and options that are in my clients best interest.
licensed in
PA, OH, WV, NC
professional background
Joined Bankers Life in 2011Became a Financial Representative in 2012Began work in the Insurance Industry in 2011Education: Graduated from Washington & Jefferson College
designations received
Financial Representative Designations: Series 6 & 63
personal background
Family: Married in 2014 to my beautiful wife Nichole and proud father of my two daughters Brynlee and AmeliaCommunity Involvement: Bethel Park Girls Softball Coach and Library Sportsman Club Member
Jacob Rosenbaum, Bankers Life Agent and Bankers Life Securities Financial Representative in Pittsburgh, PA
8:00 AM - 6:00 PM 8:00 AM - 6:00 PM 8:00 AM - 6:00 PM 8:00 AM - 6:00 PM 8:00 AM - 6:00 PMClosed Today Closed Today
Contact Me
Office Phone:
(412) 733-0011(412) 733-0011
Direct Phone:
(412) 282-6001(412) 282-6001
Cell Phone:
(814) 241-1066(814) 241-1066
Branch Info
750 Holiday Drive
Ste 420
Pittsburgh, PA 15220
US
Hours
| Day of the Week | Hours |
|---|---|
| Monday | 8:00 AM - 6:00 PM |
| Tuesday | 8:00 AM - 6:00 PM |
| Wednesday | 8:00 AM - 6:00 PM |
| Thursday | 8:00 AM - 6:00 PM |
| Friday | 8:00 AM - 6:00 PM |
| Saturday | Closed |
| Sunday | Closed |
Products & Services Offered in Pittsburgh, PA
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ExploreLife Insurance
Find out how life insurance can help protect the financial security of you and your family.![]()
ExploreMedicare Supplement Insurance
Learn how Medicare supplement insurance can help cover out-of-pocket costs that Medicare may not cover.![]()
ExploreLong-term Care Insurance
Find out how long-term care insurance can help provide financial security in the event of an unexpected long-term illness.![]()
ExploreBrokerage 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
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
For information and educational purposes only. Does not constitute investment advice or a recommendation.
Explore Medicare Advantage
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 Jacob Rosenbaum
5.0
Rating 5.0
(9 Reviews)- November 11, 20255.0 out of 5.0Rating 5.0Jacob is awesome to deal with. He’s very knowledgeable about all of the Medicare advantage options and explains them in easy to understand language. He takes the time to listen to my thoughts and answers all of my many questions as if he has all the time in the world. He is definitely a five Star representative!
- November 4, 20255.0 out of 5.0Rating 5.0Jacob knows his stuff. Takes the time to answer questions and explain information. He has been very helpful,
- June 12, 20255.0 out of 5.0Rating 5.0My experience with Jacob Rosenbaum was exceptional. He is a well-versed and well-spoken professional who communicates clearly in all the necessary details needed to make proper choices. I would and will recommend him to anyone needing guidance with insurance or financial assistance.
- May 20, 20255.0 out of 5.0Rating 5.0Very helpful.
- April 17, 20255.0 out of 5.0Rating 5.0Jake and Pam were wonderful and knowledgeable. I enjoyed having them in my home.
- October 12, 20235.0 out of 5.0Rating 5.0Jake has been my agent for the past 4 years, and he has been the most professional and reliable agent ever. He’s extremely knowledgeable and never hesitates to answer any questions I bring him. I recommend all of my friends and family to him, always.
Thanks for everything, Jake. - August 26, 20235.0 out of 5.0Rating 5.0Both representatives are very personable. Everything is explained so I can easily understand details of my purchase.
- December 4, 20225.0 out of 5.0Rating 5.0Jake was very helpful and knowledgeable. He answered all my questions and met all my needs with regards to what I was looking for. I highly recommend Jake! Thank you for your awesome service, Jake!
- April 23, 20225.0 out of 5.0Rating 5.0Jake and Damien have been very proactive and knowledgeable.
Displaying reviews 1 - 1 out of the 9 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.
Insights From Jacob
Making Life Insurance part of your “Life” story
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.
The Living Benefits of Life Insurance
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.
Make a Plan for your Long-term Care
Learn how Bankers Life long-term care insurance can offer you or a loved one the flexibility and independence you deserve.
Learn how Bankers Life long-term care insurance can offer you or a loved one the flexibility and independence you deserve.
Benefits of Long-term Care Insurance
Learn how long-term care insurance provides benefits for assisted care, and can help cover some health care costs associated with aging.
Learn how long-term care insurance provides benefits for assisted care, and can help cover some health care costs associated with aging.
Act Now For Your Free No-Obligation Quote