Founded: November 7th, 2022
Designations:
(these are the two leading designations in the Private Client Risk Mgmt niche.)
License(s) and/or Registration(s):
“Are you currently involved in a lawsuit with a client? If so, please describe the lawsuit in detail.”- No
“Have you been in a previous lawsuit with a client? If so please describe the lawsuit in detail.” – No
“Are you currently involved in a regulatory action with your regulatory agency? If so, please describe the lawsuit in detail.” – No
“Have you been in a previous regulatory action with your regulatory agency? If so please describe the lawsuit in detail.” – No
Describe your firm in your own words and the types of clients that you typically work with:
At KleeCo, we’re dedicated to safeguarding your future so you can focus on what truly matters. Our mission is to protect your hard-earned [personal] assets and net worth, allowing you to pursue life’s opportunities with confidence and less worry. Here’s how we achieve that:
Comprehensive Risk Assessment: We meticulously evaluate your personal and financial risks to ensure no aspect of your security is overlooked.
Tailored Risk Management Plans: Our strategies are customized to address your unique needs, providing you with solutions that fit your specific circumstances.
Expert Insurance Solutions: We guide you in selecting the right insurance coverage to shield your assets and income from unforeseen events.
Proactive Crisis Management: We help you prepare for emergencies and unexpected situations with actionable plans and resources. Ongoing Support and Adjustments: We continually review and refine your risk management strategies to keep pace with life’s changes and evolving risks.
Educational Guidance: We empower you with knowledge and advocate on your behalf, ensuring you make informed decisions about your financial protection.
We do this with some of the best Carriers in the Personal Insurance niche: Companies such as Chubb, Cincinnati, and AIG Private Client Group.
To Qualify to work with us one needs to own a home that has a replacement cost of $750,000 – $1,500,000. We write in all states and they each have different minimums. Our carriers cannot write a risk unless the home first qualifies them. We write all personal lines such as home, auto, umbrella, collections, and also yachts and airplanes.
How are you compensated for your work? List your compensation methods out in detail:
By commission paid by the markets/carriers we work with.
What is the one standout detail about your firm that clients find with your firm that they have not found elsewhere?:
At KleeCo, we have our own Smart Phone App that has all your policy and coverage information. We provide personal concierge service and 24 x 7 availability.
Bob Klee, LUTCF, CPRIA, CPRM
Principal Agent, Chief Encouragement Officer
With almost thirty years of experience in the insurance industry, it has been Bob’s pleasure to serve clients all over the USA. Bob and his team are committed to helping clients with sound risk management advice to protect their assets from loss and their wealth from lawsuits that could ruin their lives if they don’t have proper insurance protection.
Bob has earned both of the designations for specialists in the Private Risk Management insurance niche. He is active in both the local and national chapters of the Private Risk Management Association [PRMA]. He has earned the Certified Personal Risk Manager [CPRM] designation through the National Alliance for Insurance Education & Research and the Chartered Private Risk & Insurance Advisor [CPRIA] certification offered by PRMA in conjunction with St. John’s School of Risk Mgmt, Insurance and Actuarial Science.
Bob graduated from California State University, Long Beach with a Bachelor of Science in Finance. He is licensed in all states.