Katherine Sepúlveda on Clubhouse

Bio

🔑 WHAT I DO: I help successful individuals and their advisors navigate personal risk and provide personalized insurance strategies as part of their individual wealth management and financial planning.

⚙️ HOW I DO IT: I help assess individuals' risks and possible liabilities, and provide solutions to make sure financial stability and peace of mind are never threaten by any of the risk challenges that are associated with their specific assets and lifestyle.

🤝 WHO I WORK WITH: Real Estate Agents, Brokers and Investors; Mortgage Brokers and Advisors; Property Managers, Financial Planners, Asset and Wealth Managers and Advisors; Real Estate and Family Law Firms.

🙌🏻 WHAT MAKES ME UNIQUE: After 10 years of experience in captive and independent agencies, I've developed a unique holistic approach to managing liability and property exposures for different lifestyles. Positioning myself as a reliable source of knowledge and an extension of services to teams in legal, financial and real estate firms.

✴️ SERVICES I PROVIDE:

• Insurance-Related Coaching for Real Estate Teams, Mortgage Brokers and Financial Planning Firms.
• Holistic Risk Management Approach to Insurance.
• Comprehensive Insurance Planning for New Property Buyers and Investors.
• Liability and Property Exposure Review for Individuals and Investor Portfolios.
• Annual Insurance Assessment.
• One-stop Insurance Shop for Home, Flood, Auto, Boat/Yacht, Umbrella and Valuables.

🗣READY TO CONNECT? 📩 📲

Reach out to me directly here, on LinkedIn, email me at [email protected] or call/txt me at 305-209-3102 . Or schedule a call with me: https://calendly.com/insurewithkat