Kim Natovitz, CLU ® , CLTC
Kim is a member of the Individual Solutions team at TriBridge Partners. She has over twenty five years’ experience in the insurance industry, with a background in individual planning. For most of the last two decades, high net worth individuals and strategic advisors have asked her to collaborate with them to develop solutions to mitigate risk and create tax favored benefits for executives, employers and retirees. Her work is centered in planning for the unexpected utilizing insurance products that provide liquidity at disability or death with a special emphasis in estate planning and retiree health care. Kim’s clients and advisors have told her that she is unique in her ability to help clients understand complex products and strategies without using jargon and in ways they can easily grasp. She has been recognized numerous times by Bethesda Magazine, Washingtonian Magazine and Northern Virginia Magazine by her peers as a “go to “ insurance advisor. Personal service is a priority; creating life long relationships with clients and advisors is paramount and for that reason she is known for being ready to jump in with two feet!