Financial Advice, Founded in Faith

For every stage of your life.


Financial Advice,

Founded in Faith.
Retirement Vacation Concept, Happy Mature Retired Couple Enjoying Beautiful Sunset at the Beach
As Seen On

News and new articles:

Bob and Julie Abbate with Past State Deputy Ed Polich at the 137th Supreme Convention. Bob was awarded the #2 General Agent in the Order Award and Ed received the 200% New Council Development Award and the Past State Deputy Award.
Bob teaching agents in Supreme
General Agent Bob Abbate taught classes to agents at Knights of Columbus Supreme in New Haven, CT.
Abbate Agency Number Two in the Company
Supreme Knight Carl Anderson awards Bob and Julie Abbate as the number 2 Agency in the Knights of Columbus for 2018.
Supreme Knights Club Trip
Bob and Julie Abbate with Supreme Knight Carl Anderson.
Max Abbate with Council 6828
It's always a good time at council events!
Nick Abbate becomes Sir Nick Abbate
Congratulations to Nick Abbate on taking his Fourth Degree, sponsored by his brother Max Abbate.

General Agent: Robert Abbate

FIC, CSA, LACP, LUTCF, MDRT Court of the Table

As a General Agent, Bob leads a team of financial professionals. Members who meet with Bob and his advisors find them knowledgeable and passionate about what they do. The Abbate Agency follows their mission statement of “Excellence in Life Planning”®
The advisors are trained to provide the highest level of service throughout the Diocese of Richmond. “Our motivation is to take care of families and their finances today, tomorrow, and for the future,” said Bob. “After all, isn’t that the mission of the Knights of Columbus? Father McGivney’s vision is alive and well in the Abbate Agency.” In 2005, Bob became an Advisor for the Knights of Columbus in Virginia. He was successful from the start. That same year, he became a member of the Supreme Knight’s Club, an honor reserved for the top insurance producers of the Order. Since 2006, Bob has been a member of the Million Dollar Round Table, an international organization that recognizes the top one percent of financial professionals. He has achieved Court of the Table status within MDRT since 2008. This exclusive honor recognizes the top producers within MDRT. Bob has earned many designations during his successful career, including Fraternal Insurance Counselor (FIC), Certified Senior Advisor ( CSA), and Life Underwriting Training Council Fellow (LUTCF). As General Agent, he mentors all of the Advisors in the Agency. Bob joined the Knights with his father, Carl, in his hometown of Portland Michigan in 1977. “Joining the Knights was about protecting the ones you love,” said Bob, who was engaged at the time of joining the Order. He married his wife, Julie, during their junior year in college in 1980. After college, they embarked on a corporate career that took them all over the country. Each time they relocated, the local Advisor would meet with Bob and Julie, and they ultimately built a nice insurance portfolio for themselves. Bob always thought it would be a good career move to one day become an Advisor himself. Today, Bob and Julie live in Virginia Beach and have two sons, Nick and Max – both of whom are now in the family business as Advisors in the Abbate Agency. Max has relocated to Williamsburg, Virginia. and Nick has relocated with his family to Richmond, Virginia. Bob is a member of St. Olaf ‘s in Norge, Virginia. Since 2005, Bob has been on the board of directors of Catholic Charities of Virginia and is a frequent guest speaker across the Diocese of Richmond.
Our Award-Winning Advisors

We share your values and we're here to help.

Our advisors meet with you, as a member or potential member, at NO CHARGE to navigate the world of life planning to make sure you know everything you need to know to protect your family, prepare for the future, and build the legacy you want.

Did you know that your advisor can help you with saving for college? With protecting your income from sickness or accident? With planning for retirement? With tax strategies? To not leave Social Security money on the table?

With providing long-term care for you or your spouse as you age? Help you with transferring wealth to the next generation and beyond?

Did you know your advisor can record the fact that you have a will, power of attorney documents, living wills, etc… and help your family find them and use them in your time of need?

We are the best kept secret around. We have no stockholders taking our profits, as a nonprofit religious organization we have certain tax advantages, have 40 years of A+ or higher ratings by AM Best, and are listed on the “World’s Most Ethical Companies” list. Our profits go back into our “owners” policies and they grow, every year.

Do you have a group policy through work? What if you change jobs? If you have policies already are they participating policies? Do you earn interest on dividends? Do the rates continually go up year after year? Do you have a long term care policy? What happens if you get sick? Do you have a disability policy? What would happen if you were hurt and couldn’t work? Also does the premium dollars or monthly contributions to your retirement or life insurance assist the Catholic faith that you belong to? With our policies they do.

If the above questions concern you or if they are questions you hadn’t stopped to think about, that’s ok. We see the suffering of those who fail to act on these things all the time, and so we have a perspective most don’t have. Set up a meeting with one of our advisors today to get your confidential consultation and answers to your questions. 

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Nick Abbate, FIC, MDRT, SKC

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Jack Clarke

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Todd Curtis, FIC

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Greg Davis, MBA, FIC, FICF

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Sal Filippelli, FIC, MDRT

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Kevin Moran, FICF, CLTC, MDRT

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Ben Salazar, FIC, MDRT, SKC

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Raymond M. Selg, FIC, MDRT

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Adam P. Tumminelli

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Our Office Locations
Million Dollar Round Table Advisors

Only the top 2% of advisors in the world qualify for Million Dollar Round Table (MDRT).

In the Abbate Agency, 60% of our advisors have qualified for MDRT.

“Founded in 1927, Million Dollar Round Table (MDRT), The Premier Association of Financial Professionals®, is a global, independent association of more than 72,000 of the world’s leading life insurance and financial services professionals from more than 500 companies in 70 nations and territories. MDRT members demonstrate exceptional professional knowledge, strict ethical conduct and outstanding client service. MDRT membership is recognized internationally as the standard of excellence in the life insurance and financial services business.”

What does that mean for you?

It means that you get the top 2% of all advisors in the world working for you and working to make your plans a reality.

​The Abbate Agency Advisors that have earned MDRT Status include:

Robert Abbate, Lifetime Member and Court of the Table for 7 Years in a Row

General Agent for the Abbate Agency, Bob has been at the top of the MDRT association for seven years.

Kevin Moran

MDRT 2016, 2017, and 2018

Max Abbate

MDRT 2017 and 2018

Ben Salazar

MDRT 2017 and 2018

Nick Abbate

MDRT 2018

Raymond Selg

MDRT 2017

Take the first step toward achieving your financial goals.

Knight of Columbus

Our Story

Ethisphere ®Institute names the Knights of Columbus one of only three life insurance companies for their 2018 World’s Most Ethical Companies ®

The Knights of Columbus has won the distinction of one of the world’s most ethical companies for five consecutive years and is 

one of only three companies in the life insurance category, underscoring the Knights’ commitment to leading ethical business standards and practices. Read the Article

A.M. Best rates the Knights of Columbus as top rated in the United States with an A+ (Superior) rating

For 42 consecutive years, the Knights of Columbus has earned superior ratings for financial strength from A.M. Best. The Knights hold the highest ratings possible in the United States. Read the Article

Fortune recognizes the Knights of Columbus on their list of top 1000 companies

The Knights of Columbus has moved up 87 spots over 11 years on Fortune’s list of the top 1000 companies. The KofC currently sits at number 878. Read the Article


The Knights of Columbus has Catholic stability

As the largest Catholic life insurer in the world, we have over $105 billion of life insurance in force on over 2 million contracts in force. The Knights of Columbus manages its assets in an ethical and responsible way. 


The Knights does not invest in companies that deal in: abortions, contraception, human cloning, embryonic stem cell research, for-profit health care that pays for any of the aforementioned, and pornography. Read the Article