Trinity

About trinity

Experience, Planning,
Dedication…

History

Trinity Insurance and Financial Consulting, Inc. is a privately held independent insurance agency owned by Nelson Tate. I am a business professional with over 30 years of successful sales and marketing experience. I began my insurance career in 1989 with Allstate Insurance as an Agency Development Manager recruiting and assisting agents in opening and operating sales offices in the Chicago metro area. In 1995, I opened an Allstate Insurance agency in Lake County, IL. and in 8 years built a client base of 1000 policy holders and agency earned premiums in excess of $1.0M. 

In 2003, I left Allstate to establish, own and operate the Maranatha Insurance Group. Maranatha was a successful independent agency organized to meet client’s needs in the areas of Auto, Home, Business/Commercial, Life /Health Insurance and Financial Services. In 2012, I sold the Maranatha Insurance agency and accepted an opportunity to work for Aon Hewitt in Lincolnshire, IL. Aon is a leading global professional services firm providing a broad range of risk, retirement and health solutions. 

While at Aon, I enrolled over 1,000 retirees in Medicare and prescription drug plans; reviewed plan documentation relative to CMS guidelines and managed client’s Health Reimbursement accounts. I was contracted to provide coverage through preferred carriers such as Humana, United Health Care/AARP, Aetna, Mutual of Omaha, BCBS, and Silver Script, licensed to sell in eight (8) states - IL., NY., SC. LA., GA., TX., MS. & CA; AHIP (America’s Health Insurance Plans) Certified through the Centers for Medicare and Medicaid Services (CMS).

In March 2018, I decided to retire from Aon and join the Medicare ranks. My wife allowed me to retire but she told me that “I could not stop working” so on June 1st, I established “Trinity Insurance and Financial Consulting, Inc.”

Trinity offers a variety of insurance products and services as well as risk management and financial consulting for individuals and families and numerous types of businesses, civic, social and religious organizations. In an effort to address the person and business concerns of every client, we partner with companies that are financially sound and that share our dedication to quality service and fairness in their business practices.

 

What is a Medicare
Insurance Broker?

Someone recently asked me, what is a Medicare Insurance Broker? Well, a Medicare insurance broker is an independent agent who gives you an unbiased opinion on your Medicare plan options. We are appointed by many different insurance companies so that we can find the right fit for you. As a Medicare broker we will be unbiased and able to recommend a plan that fits your individual needs and budget. Also, you pay exactly the same rate for your insurance if you use a broker plus YOU PAY ABSOLUTELY NOTHING for our help!!!! 

Get in touch

Trinity Insurance is dedicated to finding the best possible insurance solutions for you, your family and/or your business at a competitive premium. Trinity operates with Christian principles and seeks to bring fairness and integrity to each transaction for the benefit of all involved. Our motto is “Trinity cares for you”…

We're not here to sell you something,
we're here to help you. 

Call us today and one of our licensed support staff will assist you.

Book an appointment ▸


 
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Nelson Tate

Owner, Personal/Business Insurance Agent, & Certified Health Benefits Advisor

Our primary goal is to help seniors sort through the maze of Social Security, Medicare Advantage, Medicare Supplement, prescription drug plans and much more. We are here to help those who have crossed the age 65 milestone, as well as those who are approaching it. Planning for that milestone can be a confusing time with the many decisions that have to be made. Add to that all the junk mail and offers that fill your mailbox every day and things can become a bit overwhelming. That's where we can help!

Contact

Let's Chat
(847) 680-6554

Email me
nelsontate@trinityifc.com

Client Testimonials

What my clients are saying about my services?

 

Activities & Affiliations

  • Golf, racquetball, cycling, reading, writing, traveling
  • BA – Southern Illinois University, Carbondale, IL.
  • MA – Pepperdine University, Los Angeles, CA.
  • Phi Beta Sigma Fraternity, Inc. – an organization that embodies “Culture For Service and Service For Humanity” promoting brotherhood, scholarship and community service.
  • Licensed/Ordained Minister

Certified

  • Centers for Medicare and Medicaid Services (CMS),
  • America’s Health Insurance Plans (AHIP) Certification
  • Individual and Small Business Health Options Program (SHOP) Marketplace, Registered Agent/Broker

As an independent insurance broker, I must act in my client’s best interest, not the interests of the insurance industry. Under the Medicare (CMS) guidelines my mission is to find insurance plans with benefits and premiums that will meet your specific needs.

Let Us Guide You!

Although this information will not and cannot replace a personal consultation based upon your individual situation, it can give you some basic information to answer some of your initial questions.  Our most important goal with all our services is to find the best solution based on your personal situation.

Our website is designed to be a Resource of information and a guide to selecting the best possible insurance solution for your specific needs. You will find a variety of educational materials covering topics such as the basics of auto & home,  business, health, life, & medicare for you, your family and/or your business.