At The Choate Agency, we help you secure a stable future for yourself and your family.

Whether looking for coverage or a new career... we can help.

What We Do

We have partnered with over 30 insurance carriers to ensure you can have a comprehensive suite of products to either purchase or sell.

Mortgage protection

Affordable insurance that provides financial security for your home and family should tragedy strike.

  • Protect your most valuable asset.

  • Ensure your loved ones never have to deal with the fear of losing their home.

  • Provide financial security if the unthinkable happens.

agency building

Experience the difference by joining the The Choate Agency team. We have best in-class compensation and incentives, exclusive lead programs, and remote opportunities ranging from part to full-time.

  • Leads program designed with agents in mind.

  • Powered by proprietary tech and resources, agents can generate real-time quotes, automate tasks, and recruit effectively.

  • Exclusive agency ownership contract that ensures you can create a family legacy.

culture & Development

Our agents want more improvement, and The Choate Agency offers it through world-class culture and leadership development.


  • Make an impact in your community.

  • Advanced agent training and leadership programs

  • You're poised for success with our award-winning culture and community.

we put the pieces together

A full suite of proprietary products ensures your family, career, and future are in good order.

Products consist of:

  • Mortgage Protection

  • Whole Life

  • Debt Free Life

  • Disability

  • Critical Illness

  • Retirement Options

"Mr. Choate has more than 30 years of experience in corporate finance and insurance as a business founder, investment banker, insurance agency owner and agent, and strategic advisor for various public and private companies, individuals, families, and small business owners. He serves as an Agency Owner at The Choate Agency, a national insurance agency specializing in specialized solutions for mortgage protection, retirement income solutions, and various other niches including Debt Free Life (Infinite Banking Concept). He also served as founder of Think Capital Advisors, a privately held specialty, global advisory firm that combines growth strategy and corporate finance to drive shareholder value. During his tenure, Think Capital Advisors successfully assisted early-stage companies to profitability and participated in over $1 billion of corporate finance advisory. Mr. Choate also served as Managing Director at MidSouth Capital, a boutique investment banking firm. One of his clients at MidSouth eventually sold to GE Healthcare for $587 million. Jerry’s Partners have put in 10s of billions of protections for their clients, from mortgage protection, final expense, and other niches including Debt Free Life."

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Jerry Choate

Agency Director