Advice

Insurance For Your Second Home

Owning a second home is a dream come true for many of our clients; our job is to keep that dream from turning into a nightmare.

July 13, 2022

Insuring Your Fine Art

Unexpected events that damage personal assets happen every day, and they happen quickly. Fires, floods, earthquakes, tornadoes... these are all events we can’t control, and they’re happening with increasing frequency.

July 13, 2022

Equine Insurance: Protecting You and Your Horse

Owning a horse creates the need for multiple policies to address your horse's various needs and the risks you assume as an equine owner. These risks mean you’ll need several different types of insurance policies.

June 7, 2022

Insuring Your Specialty Vehicles

Own an RV, motorcycle, ATV, golf cart, or snowmobile? No matter the size of these vehicles or the horsepower of their engines, it’s essential that you have specialty vehicle coverage for them to protect you from significant liability exposure and financial loss.

June 7, 2022

Protecting Yourself From Losses Caused by Cybercrime and Fraud

According to the Insurance Information Institute, 47 percent of Americans experienced financial identity theft in 2020, and U.S. citizens lost more than $3.3 billion to fraud, an increase from $1.5 billion in 2019. Losses are jumping as more malware is being loaded into mobile apps as the number of smartphone and tablet users grows.

May 25, 2022

Dogs: Bites, Breeds, and Insurability

According to the American Veterinary Medical Association, nearly 85 million dogs live in about 70 million U.S. households. The vast majority live peacefully with their furry friends, but about 4.5 million people are bitten by dogs each year, most of them children.

May 11, 2022

Tips to Stay Safe Before, During, and After a Hurricane or Windstorm

You certainly can’t know if you and your family will be personally affected by a hurricane, windstorm, or other significant weather events. Still, you can prepare for them and take steps to protect your family, home, and possessions.

April 28, 2022

Podcast: Helping Independent Agents Write High-Net-Worth Business

The most recent episode on The Unstoppable Profit Podcast features Bob Klee, President of Kelly Klee Insurance, with a deep dive about what agents need to consider in the high-net-worth market.

February 24, 2022

The Implications of Divorce and Insurance

Divorce can be highly stressful and emotionally taxing. Many important decisions need to be made under less than ideal circumstances.

July 15, 2021

Three common mistakes high net worth families make with their coverage

At Kelly Klee, we have advised thousands of high net worth families, and while each has unique needs, we see familiar themes across many of our clients’ accounts.

July 26, 2020

How To Collect Fashion Items That Accrue Value

Today there are a lot of classic luxury fashion pieces that people invest in because they tend to be timeless and hold good value.

June 26, 2020

Welcome to the Age of the Video Call. Now, Make It Personal

In the age of COVID-19, business travel, conventions and in-person meetings have been replaced by video — Zoom, Google Meet, Microsoft Teams, WebEx, and GotoMeeting calls. In a lot of ways, this has been great.

May 21, 2020

What We’re Reading

With all the extra time being spent at home these days, now is the perfect opportunity to finally read those books stacking up and collecting dust on your nightstand.

May 11, 2020

The Kelly Klee Way: Thriving in a Remote Work Culture

If some of the calls we’ve had over the past few weeks are at all representative, many folks are experiencing a steep learning curve adjusting to working remotely as offices are shut down for the Covid-19 crisis.

March 31, 2020

Comparing Standard Market vs. Private Client Insurance Products

There’s a refreshing difference between selling private client insurance versus standard market products: your ability to say yes more often. Can I buy an umbrella policy for $20 million? Yes. Does this policy cover sewer backups? Yes. Can I insure my wine collection? Yes.

March 29, 2018

Ask an Advisor: Frequently Asked Insurance Questions

Over the years, we have received plenty of questions from current and prospective clients regarding insurance. Therefore, we have compiled a list of the most common questions here.

March 29, 2018

A Rational Look at the Risk of Threats

“We as human beings don’t perceive risk rationally,” said Martin Hartley, chief operating officer of PURE Insurance, an insurance company aimed at wealthy clients.

March 29, 2018

Insurance is a Promise

When you buy insurance, you’re buying a promise—a promise that if you have a claim, you will be made whole to the extent that is possible.

March 29, 2018

Why Local Agents Aren't Always the Best Option

They may not have the expertise to give the best advice or don't have access to the right types or levels of coverage because they only work with mass-market insurance companies. For high-net-worth individuals, a national insurance brokerage like Kelly Klee is the better choice.

March 29, 2018

Business Risk:Don't Make It Personal

It is imperative that you understand exactly where your business coverage ends and your personal liability begins. Because no matter what business structure you operate under, you can be sued and found liable as an individual in the right circumstances.

March 29, 2018

Know Your Insurance Rights

People in a position to file an insurance claim often have to process strong emotions that they might not normally feel: upset, confusion, sadness, anger.

March 29, 2018

Have a Trust or LLC? Be Sure Your Insurance Company Knows

It is becoming an increasingly common financial strategy for people to place the ownership of everything from bank accounts to real estate to boats or other property in a trust or limited liability corporation (LLC). Why?

March 29, 2018

What Makes Private Client Insurance Different?

Once you’ve flown first class, you realize just how cramped it is in economy, with food that is either nonexistent or unappetizing, and no guarantee that you’ll have room for a carry-on bag in the overhead compartment.

March 28, 2018

Should I File a Claim?

You have insurance to protect yourself. But does protecting yourself mean that you file an insurance claim every time you have a qualifying event?

March 28, 2018

The Right Advice to Protect Your Lifestyle

Kelly Klee specializes in advising and finding the right insurance coverage for high net-worth individuals and families.

March 28, 2018

Policy Exclusions Can Affect Your Wallet

Savvy insurance shoppers know that they must compare more than one number when assessing quotes from insurance companies.

March 28, 2018

Give Your Insurance A Performance Review

One of our carriers, ACE Private Risk Services, has come up with several questions that their clients have found useful in evaluating their current insurance in order to avoid overpaying to be underinsured.

March 28, 2018

An Insider's Perspective on Automated Investment Advisors

Opinions on automated investment advisory services from one of Wall Street's leading investment advisors, Andrew Klausner.

March 28, 2018

More Good Advice to Protect Your Lifestyle

As specialists in the high-net-worth arena, Kelly Klee agents advise individuals and families about how to be sure they are adequately and fully insured.

March 28, 2018

Mind the Gap

Londoners and anyone who has ridden the Tube (the city’s underground railway system) know the phrase. “Mind the gap,” says a calm, collected voice before every stop, referring to the space between the train car and the station platform.

March 28, 2018

3 Ways To Invest In Alternative Platforms Like A Pro

With savings accounts and bonds paying historically low yields, savvy investors are increasingly following Wall Street into alternative assets. So how is a thoughtful investor to navigate this new landscape of alternative investing options? Here are three key filters to sift through the alternative investment noise:

March 28, 2018

There Are No Deals In Insurance

Everybody loves a bargain, but in the insurance industry, it’s not going to happen. There’s no such thing as a loss leader to get customers in the door or a hookup from a friend who can get you the wholesale price.

March 28, 2018

Spend Smarter On Your Insurance

When you’re a successful individual, it’s important to have a sturdy safety net to protect your lifestyle. In many cases, this means it makes much more sense to spend your insurance dollars on additional liability coverage instead of a low deductible.

March 28, 2018

Why Bundling Your Insurance Is More Than Just Saving Money

It’s now well known that bundling insurance—using one company for multiple types of policies—can often mean your total paid in premiums is lower than it would be if you chose policies from different companies.

March 28, 2018

What is Private Client Insurance? (And Why Might You Need It?)

For many individuals, mass-market insurance is fine. However,it’s a bit more complicated for individuals with more or uncommon assets.

March 28, 2018

The Right Candidates for Private Client Insurance

Plenty of mediocre insurance companies cover average homes and vehicles.

March 28, 2018

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Advice

Advice

Insurance For Your Second Home

Insuring Your Fine Art

Equine Insurance: Protecting You and Your Horse

Insuring Your Specialty Vehicles

Protecting Yourself From Losses Caused by Cybercrime and Fraud

Dogs: Bites, Breeds, and Insurability

Tips to Stay Safe Before, During, and After a Hurricane or Windstorm

Podcast: Helping Independent Agents Write High-Net-Worth Business

The Implications of Divorce and Insurance

Three common mistakes high net worth families make with their coverage

How To Collect Fashion Items That Accrue Value

Welcome to the Age of the Video Call. Now, Make It Personal

What We’re Reading

The Kelly Klee Way: Thriving in a Remote Work Culture

Comparing Standard Market vs. Private Client Insurance Products

Ask an Advisor: Frequently Asked Insurance Questions

A Rational Look at the Risk of Threats

Insurance is a Promise

Why Local Agents Aren't Always the Best Option

Business Risk:Don't Make It Personal

Know Your Insurance Rights

Have a Trust or LLC? Be Sure Your Insurance Company Knows

What Makes Private Client Insurance Different?

Should I File a Claim?

The Right Advice to Protect Your Lifestyle

Policy Exclusions Can Affect Your Wallet

Give Your Insurance A Performance Review

An Insider's Perspective on Automated Investment Advisors

More Good Advice to Protect Your Lifestyle

Mind the Gap

3 Ways To Invest In Alternative Platforms Like A Pro

There Are No Deals In Insurance

Spend Smarter On Your Insurance

Why Bundling Your Insurance Is More Than Just Saving Money

What is Private Client Insurance? (And Why Might You Need It?)

The Right Candidates for Private Client Insurance