Karen Burhoe Email and Phone Number
Welcome! I’m Karen. Having spent my career in the financial industry, and with my passion for helping others, I founded Making Cents Count + the Financial Success Society membership. We guide and educate mature women with organizing their finances and building customized investment strategies. Your financial journey is unique, and what we found is women want clarity, direction, and a precise step-by-step path to follow, thereby eliminating the financial overwhelm. If you’re ready to take control of your finances, but you aren’t getting the information you need, or you’re a savvy investor who isn’t building on your current success, join our Waitlist -- this ensures you will be the first in line to get all the details when the doors open.I believe you control your finances; they don't control you. Join our community of core values, beliefs, and financial philosophies!Learn more about me here:*I have years of progressively responsible experience in building and leading top-performing, effectual and cost-efficient operations centered on insurance, finance, and securities.*As a professional, I call on my sound general management skills in leading reengineering, process redesign, quality assurance, and productivity improvement efforts.*I have a strong background in personnel relations including serving as an executive liaison.*With any opportunity I’ve taken on, I’ve developed and maintained trust-based client relationships from an educational perspective, as well as fostered productive working relations within internal departments.*Often, I use my analytical talent to identify factors vital to maintaining client accounts and driving asset retention. Update records for accuracy and to track progress towards goal achievement. *I have a keen ability to demonstrate an understanding of a client’s given situation using external market knowledge to deliver sound advice. This leads to highly individualized strategies aimed at wealth creation and capital preservation.*Also, I possess strong problem solving and analytical capabilities, including the ability to comprehend a situation by breaking it down into simpler components and identifying underlying issues in doing so.*My proven sales and marketing abilities including cross-selling talents have served me well. *Finally, I’ve proven my proficiency in developing and managing relationships with staff and clients in my assigned business segments. At all times, I deliver exemplary levels of service by properly identifying and promoting solutions to clients’ stated needs.
Making Cents Count
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Founder | CeoMaking Cents Count May 2019 - PresentCamarillo, California, UsMaking Cents Count and the Financial Success Society membership guides and educates mature women with organizing their finances and building investment strategies. As a result of working with us, our members can expect to experience financial confidence as they move into a secure future.
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Business OwnerBurhoe Insurance Solutions Feb 2023 - PresentSpecializing in Mortgage Protection, Final Expense, Life Insurance, Annuities, EIUL, Retirement Solutions, IUL, and Financial Planning.
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Life Insurance And Annuity Specialist-Auto Club Of Southern CaliforniaAaa Jan 2011 - May 2019Us♣ Delivered service within an organization that provides member-only access to products and services, e.g. roadside assistance, travel arrangements and financial services♣ Offer AAA Life Insurance products to clients in a fast-paced setting that calls for careful assessment of members' respective needs♣ Develop and maintain a strong professional referral network; contact prospective or current members for confidential and sensitive data, as well as lead policy service and follow-up on all leads ♣ Work diligently to bolster production levels and heighten member awareness regarding financial services using referrals, ongoing communication with existing clients and liaising with centers of influence ♣ Collaborated with management to increase production within other citiesEnsure perfect compliance scores per AAA and the California Department of Insurance guidelines; attributed to use of a very specific checklist format for each client file, kept documented and orderly to track my progress toward goals -
Senior DirectorDlg 2008 - 2009♣ Managed operations for a real estate investment firm that invested clients’ funds and paid them a stated rate of return via business and property acquisition ♣ Served in a high-profile role, recruited to expand and endorse the Premium Financing program♣ Directed annual premiums with an average case size of $50K, along with millions in death benefit coverage♣ Served as an effective intermediary for Brokers and Dealers; devised selling agreements, skillfully negotiated compensation schedules and hired Agents from groups of qualified candidates; also facilitated Agent transition ♣ Guided, mentored, coached and led seven direct reports, including a Senior Account Coordinator, two Junior Account Coordinators, a Retirement Benefits Specialist, two Receptionists, and a Personal Assistant♣ Liaised with clients, Registered Representatives and Life Insurance Agents to explain the investment program one-on-one or in group presentations ♣ Cooperated with corporate counsel to create a Private Placement Memorandum (PPM), required to accept additional funds into the investment program♣ Worked with and traveled to a law firm with offices in New York and Los Angeles to ensure that the PPM was a legal document to give to accredited investors regarding real estate holdings it was offering, based on a guaranteed return rate ♣ Established and launched minimum investment requirements for all incoming Investors; only considered and accepted those that qualified as accredited Streamlined the business infrastructure by defining roles and duties, thus saving time and resources by alleviating a need to incur additional overhead
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Founder | PresidentStrategic Benefits Planning Group, Inc. 2006 - 2008♣ Worked in a Senior Operating Executive role to co-launch and build a viable financial services practice♣ Led daily functions of a full-service financial firm that aided clients in pursuing their respective financial objectives ♣ Delivered a holistic offering of financial products and services to individual and business owner clients♣ Managed operations such as sales, marketing and fiscal performance ♣ Expanded on the client base by calling on a wide network of contacts, e.g. Financial Advisors, Life Agents, Business Managers, Retirement Plan Administrators, Business Owners, CPAs and Attorneys♣ Served as a go-between for Life Insurance Agents and clients in crafting cutting-edge investment strategies♣ Proved crucial in handling public relations, promotions and financial recordkeeping, among other core duties♣ Cultivated lasting relationships with community entities to position the company as a strong corporate entity, as well as boost market awareness and drive long-term business plans ♣ Expanded the client base from a virtual start-up with two subordinate business partners and a Receptionist in 2006 to a company that captured $13M in gross revenue one year laterBased on the sales performance of the Strategic Benefits Planning Group in 2007, invited to join DLG to grow their Premium Financing program; sold interest in Strategic Benefits Planning Group at a profit
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Account ManagerMarsh Private Client Life Insurance Services 2000 - 2005♣ Shared expertise to Advisors and their high-net-worth clients; aimed to optimize efforts focused on wealth preservation ♣ Led tax-effective planning and fulfillment of intergenerational legacies, transferring wealth to beneficiaries in the most effectual manner using life insurance as an estate planning tool♣ Hired to act as a client relationship manager to oversee account servicing and maintenance♣ Helped high-end producers from case inception to acquisition of new business; also managed the payment of earned commissions ♣ Drove conference planning and special event program efforts including arrangement of meal menus, guest speakers, attendance, agendas, facilities logistics and onsite security ♣ Served as the point-person when it came to planning annual events in various states; worked with carriers as they assisted in sponsoring the multistate events, along with the company’s highest-producing Advisors and Agents♣ Strengthened relationships with leadership staff to increase bottom-line profits by working together to tackle the most difficult cases and my maintaining continued communication with all relevant stakeholders
Karen Burhoe Skills
Karen Burhoe Education Details
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Pepperdine Graziadio Business SchoolAnd Related Support Services
Frequently Asked Questions about Karen Burhoe
What company does Karen Burhoe work for?
Karen Burhoe works for Making Cents Count
What is Karen Burhoe's role at the current company?
Karen Burhoe's current role is Burhoe Insurance Agency | Founder at Making Cents Count + Financial Success Society Membership.
What schools did Karen Burhoe attend?
Karen Burhoe attended Pepperdine Graziadio Business School.
What skills is Karen Burhoe known for?
Karen Burhoe has skills like Life Insurance, Fixed Annuities, Customer Service, Sales, Team Building, Marketing, Term Life Insurance, Insurance, Finance, New Business Opportunities, Entrepreneurship, Public Relations.
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