About Us
At RBA Strategies, we are committed to finding the right plan for your unique needs. With an unbiased approach and decades of experience, we offer the most comprehensive and custom options so you can choose with confidence, for life.
Protect your loved ones and your assets with a custom plan for your unique circumstances.
Cover the cost of serious health challenges that don’t qualify under traditional healthcare.
Reduce the financial impact of chronic or permanent disabilities.
Protect and maximize what you leave behind for your beneficiaries.
Testimonials
Roy Assad was my insurance consultant and later my financial advisor when he was based in NYC. Roy is an excellent listener. He is inventive, hard-working, generous, and optimistic. He explained concepts with inimitable patience. No matter how mundane my questions were, he always approached creative problem-solving with respect and a can-do attitude. He's an arts aficionado who's always willing to learn more and has boundless energy. He helped me greatly at a crucial post-college time when I was beginning my career in the Performing Arts.
He is reliable, and it has been a beneficial relationship in all of our business dealings. He is respected as few others are, within this community.
He is always "present in the moment". He builds and maintains trust. Best of all he has boundless enthusiasm that is infectious and authentic.
With vast experience and knowledge of the industry, our team of advisors is on your side, giving you tailored strategies to safeguard your future.
Our team of licensed agents is happy
to answer any questions you have.
Life Insurance Agent
Having founded The Human Capital Group in 2003, Roy’s mission is to help executives and entrepreneurs through the creation of customized strategies and corporate training plans that are roadmaps to building a life and career they love. As an Executive and Life Coach, Roy provides his clients with guidance that will help them to unleash hidden potential, eliminate roadblocks and capitalize on unique talents in order to maximize personal and professional success.
Life Insurance Agent
Led to the Insurance business at a young age. RBA Insurance, founded in 1985, brings childhood memories of Manhattan skylines, my dad leaning over his desk sending emails into the late hours of the night. Instilling basic truths about life, work and the balance between community and one’s own identity. Solidifying the simple fact that anyone, no matter how humble their beginning, deserve a chance to be great.
First licensed in 2008, I began my career in Insurance shortly after moving to West Palm Beach, FL in ‘03. With over 20 years of experience in sales, hospitality and customer service, my end goal is to be a valued resource to clients and the vision of their future.
A seasoned professional at RBA Insurance Strategies, where she serves as a dedicated agent with a 2-15 license. With a passion for helping individuals navigate the complex realm of life insurance, Elisabet brings a unique blend of expertise and personal communication skills to the forefront. As an agent, Elisabet is committed to providing tailored solutions that align with each client’s specific needs and goals. Her extensive knowledge, coupled with a genuine desire to guide others, makes her an invaluable asset to those seeking comprehensive life insurance coverage. Clients appreciate Elisabet’s ability to demystify the intricacies of life insurance, turning a potentially overwhelming process into a seamless and understandable journey. With a focus on building lasting relationships, Elisabet Lara is not just an insurance agent; she’s a trusted advisor dedicated to securing the financial well-being of those she serves.
Life Insurance Agent
My name is Jane. I am a Ukrainian who immigrated to America in 1996 with big dreams, unlimited possibilities, and a chance for success. I am a multi-state licensed Life Insurance Agent. But before switching my focus and career move, I have been in the advertising and marketing space. I have earned a Master’s degree in Business Administration with a concentration in Marketing from the prestigious South Florida, Nova Southeastern University. It was an incredible journey at the beginning of COVID-19. Many things changed: companies’ structures, peoples’ behaviors, and life-death values.
During the pandemic, I met an incredible man with over 40 years in the life insurance business. Through our conversations, we had a similar and deep passion for helping families and individuals.
Through my people skills and face-to-face networking, I have reached out to and helped countless individuals, families, business owners, and their employees. I build each relationship one person at a time. This career is dedicated to people and very emotionally rewarding to me. I strive to create the business of protecting human lives and helping them build courage and create wealth.
Life Insurance Agent
A highly respected individual in the community and is known for her active involvement in local non-profit organizations. Residing in Jensen Beach, Florida, she is a dedicated mother who cherishes quality time with her family, emphasizing the significance of a well-rounded lifestyle. In the insurance industry, Kathryn is recognized for her exceptional listening skills, making individuals feel valued and appreciated. Known for her sweet yet direct approach, she consistently upholds high levels of integrity, earning her reputation as trustworthy and
reliable.
Life Insurance Agent
Financial stability and planning for the future go hand in hand. One key aspect of this is ensuring that you have adequate life insurance coverage. Life insurance can provide financial security for your loved ones in the event of an unexpected tragedy.
It can help cover expenses such as funeral costs, outstanding debts, and ongoing living expenses. That said, I have 20+ years of experience in the Financial Business and Market and feel passionate about helping individuals from all sectors of life. I view my position to be one that can elevate your financial security in the most simple and comprehensive demeanor.
Begin with my team so we can protect what you already have and follow that up with a plan where you can grow your finances with the focus placed on the security of your home/family and business.
An experienced professional in life insurance and financial planning, brings knowledge and expertise to RBA Insurance Strategies. Holding a 2-15 license, Sofia has demonstrated a comprehensive understanding of the intricacies of life insurance regulations and practices.
With a passion for helping individuals secure their financial futures, she has honed her skills in crafting personalized insurance strategies tailored to each client’s unique needs. Sofia’s commitment to excellence is reflected in her dedication to ongoing professional development and staying abreast of industry trends. Clients can trust Sofia’s ability to navigate the complexities of life insurance with precision, coupled with her adept financial planning skills, making her an invaluable asset to the RBA Insurance Strategies team.
Life Insurance Agent
A dedicated life insurance agent with a passion for helping individuals and families secure their financial futures. Originally from New York City, Wis spent 22 years in Switzerland and Sweden, where he developed a multicultural perspective and became fluent in Swedish, French, and English. After completing his bachelor’s degree at the American College of Switzerland in 1994, Wis returned to the United States, specifically New York City, where he resided for six years.
For the past two decades, Wis and his family have called the Palm Beach area their home. Joining RBA Insurance Strategies in 2019, he has found immense satisfaction in utilizing his strong people relations skills and attention to detail to assist individuals in meeting their unique needs. His expertise lies in guiding clients through various life insurance products, ensuring their family’s financial security and well-being. If you’re seeking a dedicated and knowledgeable life insurance agent committed to helping you protect your future, Wis is here to provide personalized solutions tailored to your circumstances.
Life Insurance Agent
Mickey founded The Medical Link in 1995, an insurance brokerage specializing in employee benefits. Mickey uses his extensive insurance and legislative lobbying experience to improve America’s Healthcare System by helping employers maintain the health of their employees while reducing costs. He is particularly motivated to help organizations working in the Non-Profit, Community Outreach, and Diversity sectors and is an ardent supporter of the National Diversity Council. He has also been an advisor to the Independent Doctors of New York, the Society of Human Resources Management, and is the former president of New York Metropolitan Association of Underwriters and was presented with their first Lifetime Achievement Award. Mickey has also been on advisory boards for Blue Cross Blue Shield, Aetna, and United Healthcare.