As an entrepreneur, investor and business professional, I have based my companies and represented my clients from the same place in which I was born… right here in Central Indiana. Indiana has been my life long home that I always return to. I feel honored and blessed to take care of my neighbors and policy holders just as if they are my personal family.
Our Agency has grown over 500% since 2008 and has earned multiple awards including the Allstate designation of “Inner Circle Elite” on two occasions which is reserved for the top 2% of all Agencies nationwide. We strive to deliver the promise that our Premier Service Agency status, and my personal achievement of Honor Ring, means to our clients… delivering a dedicated and trusted approach to insurance services on your home, life and retirement programs as your professional insurance advisor. Our Agency is federally listed as a Member SIPC within the Securities Investor Protection Corporation, and I maintain a Series 6 and Series 63 Securities License with FINRA, the Financial Industry Regulatory Authority as the member regulation, enforcement and arbitration operations of the New York Stock Exchange.
Personally, I am very interested in Music and International Travel as well as secretly being a bit of a technology nerd. I proudly volunteered and served in the US Army, the Boy Scouts of America’s Leadership and Woodbadge programs. I provide support for many charitable community causes, and as being a Father, a Grandfather, and active community member, feel that I understand local personal values as it relates to knowing how to advise and suggest proper solutions to your family’s insurance and retirement needs. Thank you in advance for your interests in my Agency. We look forward to delivering on the interests by becoming your Agency for life.
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- John Tate
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