Kim Natovitz, Clu, Cltc Email & Phone Number

Bethesda, Md

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. Previously founder and president of The Natovitz Group, which she started in 1992. She is Known for her leadership, poise, and excellence at translating complexities into readily accessible explanations for her clients. She excels at supplying them with an incredibly caring and supportive team and going out of her way to remove administrative burdens and obstacles.She serves both the Financial Advisor community as well as individual clients, and is constantly increasing her knowledge and education to better serve them.

Bethesda, Md

I helped clients and strategic advisors implement customized financial and estate planning solutions by learning what questions to ask to illicit information to enable me to develop the right insurance funded solutions or introductions to other strategic advisors. By conducting continuing education programs for accountants, attorneys and financial planners, I learned that a multi-disciplinary team was critical to helping clients and their families successfully achieve their goals. By limiting my practice to areas where i could become the subject matter expert through client experiences, speaking at and attending a wide variety of conferences I was able to continually offer the best solutions for clients

Atlanta, Georgia

After realizing that i was not interested in becoming a buyer, i moved to operations. Determining how many sales people should be on the floor at any given time was a challenging and interesting position.

My experience at Safeco enabled me to understand how much i enjoyed teaching and collaboration. During my tenure, i was tasked with empowering property and casualty brokers to ask for the opportunity to design and implement defined contribution plans ; the learning curve was long as i conducted participant education meetings to teach how much to save each pay period and the importance of diversification to include equities and fixed income.

Atlanta, Georgia

While i was sure law school was in the cards, i wasn’t ready to begin graduate school and accepted a job as a management trainee . As with most training programs, the goal was to introduce new hires to various aspects of the industry with the aim to groom some for management. During that year, i discovered i enjoyed the selling process while working in the men’s department. It was very satisfying to help customers put together an affordable wardrobe after understanding their professional / personal clothing needs within their budget .

Chartered Life Underwriter (Clu), Professional Designation For Indiviudals Who Wish To Specialize In Insurance Planning

The curriculum to receive a CLU designation is very broad , enabling students to complete in depth core courses but also electives..

Bachelor Of Arts (B.A.)

Activities and Societies: As a result of taking AP classes in high school, i entered college with enough credits to graduate in three.

Education record

Neither an athlete or theater material, i was a pretty serious student taking several Advanced Placement Courses during junior and senior.

Cltc, Multi-Disciplinary Coursework About To Help Clients And Families Prepare For An Extended Need, Received Designation