About Us

Having started in the insurance business as a “captive agent” for a large life and health insurance company, I soon began to realize that only being able to offer one company’s products was seldom in the client’s best interest. From the very beginning of my insurance career my goal has been to help people like you with their life and health insurance needs by doing what is best for you, not the insurance company. I subsequently resigned as a “captive agent” and became an independent agent. Working as an independent agent allows me to meet your insurance needs by comparing companies and products to find the right mix of price, benefits, and stability. To that end we are constantly researching product offerings from different companies to determine if they meet the high standards to which we would want to entrust our family’s security. I will work hard, not only to earn your business, but also to keep it. I look forward to hearing from you! Bob Bate