Whether you're new to Medicare or an insurance professional seeking growth, or succession planning I'm glad you're here.I'm the CEO of PDX Insurance & Associates Inc., a role I've cherished for over 8 years. But my insurance journey began in 2009, and what a ride it's been! My passion? Making health insurance transitions smooth and empowering for you.New to Medicare? I get it – it can be overwhelming. But here's the good news: I've guided over half a million individuals through this process. I've even created Medicare 101 classes as your personal roadmap. My approach goes beyond just policies; I ensure you understand your options and keep your trusted healthcare providers.Fellow insurance pros – looking to make a real difference while growing your business? Let's talk! At PDX Insurance & Associates, we're a supportive family known for genuine client care and community involvement.But there's more to my story. I'm also a certified Positive Intelligence Coach. This unique blend of insurance expertise and coaching allows me to bring a holistic approach to client relationships and team development. Whether I'm helping a client navigate a life transition or mentoring a broker to reach their potential, I integrate positive intelligence principles to foster resilience and growth.In my free time, I host the "Timeless Vitality" podcast, exploring life's challenges and the wisdom we gain from them. This has deepened my understanding of the human side of our business – the hopes, fears, and dreams driving people's decisions.What sets me apart? It's my belief that understanding life's transitions, combined with a positive intelligence approach, is key to exceptional service and nurturing successful insurance professionals. I bring extensive industry knowledge, empathy, and innovative thinking to every interaction.Ready to approach your Medicare transition with confidence and a positive mindset? Or are you a broker looking to flourish professionally and personally? Let's connect and transform these changes into opportunities!Remember, I'm not just here to provide a policy or grow a business – I'm here to be your supporter and guide in navigating your path to success and wellbeing. Shall we begin this journey together? I'm excited to explore how my blend of insurance expertise and positive intelligence coaching can make your transition or career growth a resounding success!
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PresidentWifs Portland MetroBeaverton, Or, Us -
Chief Executive OfficerPdx Insurance & Associates Inc. 2016 - PresentPDX Insurance & Associates specializes in helping individuals and organizations prepare for life's inevitable transitions. With a focus on health insurance transitions we empower individuals to maintain their preferred provider relationships and plan for their future health decisions. • Medicare • Individual/Family Plan • Long-Term Care • Small Group/Employee Benefits -
HostTimeless Vitality Podcast 2024 - PresentHost of Timeless Vitality, a YouTube and audio podcast channel dedicated to exploring the wisdom gained from life’s greatest challenges. Each episode features inspiring guests who share their journey, a challenge they’ve overcome, and how it shaped their unique pearl of wisdom. We explore the lessons learned and always end with one powerful question: "What makes someone or something timeless?" -
Account ManagerBenefit Design Group, Llc Jul 2016 - Mar 2020Portland, Oregon, UsMedicare Director helping individuals facing life transitions find policies that best supported them when leaving employer plans. • Proactively supported individuals transitioning to Medicare from employer plans through the creation and teaching of Medicare 101 classes • Helped over 2,500 individuals make their transition with ease • Implemented voluntary benefits programs for clients • Built community relationships to better support client needs
Frequently Asked Questions about Kate Beck
What company does Kate Beck work for?
Kate Beck works for Wifs Portland Metro
What is Kate Beck's role at the current company?
Kate Beck's current role is President.
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