Advice

Private Client

How Much Umbrella Insurance Do You Need?

Many people believe that if they are involved in a catastrophic accident at home or on the road, their automobile and homeowners insurance will provide them with adequate liability protection.

October 20, 2021

Advice from our CEO

We started Kelly Klee because of the troubles our founder, Jon Kelly, had when he tried to find high-end insurance coverage. That’s why, from the get-go, Jon’s mission has been to re-invent the insurance-buying process and to deliver an effective, seamless and (dare we say it!) enjoyable experience.

December 21, 2020

Watch Expert and Bob’s Watches CEO Paul Altieri Talks Value & Collecting

Interview with Paul Altieri, the founder and CEO of Bob's Watches.

July 29, 2020

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

Breaking Down Umbrella Insurance

Intended to help defend from large and potentially life-shattering claims, umbrella insurance is coverage that goes beyond the limits of your homeowners, auto or vehicle policy, protecting you when your coverage has been exhausted.

February 29, 2020

Your Insurance Will Cover It, Right?

It was just before the holidays, and Tom and his wife Beth decided to host an open house for friends and family. They hired caterers and a DJ, decorated the house and had their cleaning service come the day before to make sure everything was shined, polished and arranged.

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

A Lesson about Liability

Kelly Klee can help to analyze your risk and ensure that you have the right amount of excess personal liability insurance so you can continue your charitable work without worry.

March 29, 2018

Get to Know Our Insurers – Hagerty

Kelly Klee has access to multiple companies that provide private client insurance, but one specializes in two specific offerings—classic car insurance and classic boat insurance. This company is Hagerty Insurance Agency, which was started in 1984.

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

Insurance for the Top 10%

Are you in the top 10%? It depends on how that figure is defined. According to the calculator on the CNN Money website, people with an annual income of $155,000 or more make it into the top 10% in the U.S. .

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

Need To Know:ACE & Chubb Merger

In January, ACE Insurance acquired Chubb, creating a global insurance leader, with the combined organization operating under the renowned Chubb name. Chubb is now the world’s largest publicly traded property and casualty group. Below are some important details for personal insurance policyholders.

March 28, 2018

How is Private Client Insurance Sold?

Properly insuring a high net-worth individual requires more knowledge than a typical insurance agent possesses. It’s not just a matter of getting valuations for property and collectibles right; it’s also knowing what questions to ask to ensure that there are no gaps in coverage.

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

Private Client

How Much Umbrella Insurance Do You Need?

Advice from our CEO

Watch Expert and Bob’s Watches CEO Paul Altieri Talks Value & Collecting

Three common mistakes high net worth families make with their coverage

Breaking Down Umbrella Insurance

Your Insurance Will Cover It, Right?

Why Local Agents Aren't Always the Best Option

A Lesson about Liability

Get to Know Our Insurers – Hagerty

What Makes Private Client Insurance Different?

Insurance for the Top 10%

The Right Advice to Protect Your Lifestyle

Policy Exclusions Can Affect Your Wallet

Give Your Insurance A Performance Review

Need To Know:ACE & Chubb Merger

How is Private Client Insurance Sold?

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