High Net Worth Property & Casualty Insurance

Product Description

About this Product

Kelly Klee is a modern insurance advisor for successful individuals who deserve protection for what they've earned:
  • Get started by filling out our simple online application
  • Our specialized coverage advisors will shop the market for you based on your unique needs.
  • We deliver a customized plan with recommendations and your choice of options.

About Kelly Klee Private Insurance

At Kelly Klee, our expert coverage advisors use the latest technology to craft custom insurance plans that cover all our clients' valuable possessions, including cars, home, jewelry, art, boats, and motorcycles. Our streamlined process is designed to save clients' time while optimizing coverage quality. Our technology also allows our dedicated relationship advisors to be extremely responsive, ensuring that client needs are addressed expeditiously and without hassle.. In partnership with our select carriers, such as Chubb, AIG, and PURE, we are helping prosperous Americans cover over $1 Billion in personal property and wealth in all 50 states.

Product Details

More info about us

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Category

Other
Serving Since Icon

Serving RIAs Since

2014
Discounts Icon

Discount for Schwab Clients?

No

0719-93C0

API integration is available through Schwab OpenView Gateway®, which is provided by Performance Technologies, Inc. (“PTI”). Single sign-on is provided by PTI. Daily data files and trading integration are available through Charles Schwab & Co., Inc. ("CS&Co"), a registered broker-dealer and member SIPC. Not all third party providers listed on this site have integration agreements with Schwab. Schwab OpenView Gateway® and Schwab OpenView MarketSquare™ are services of PTI.

References to third parties on this site (whether such parties are vendors participating in a service of PTI or independent advisors using a service of a participating vendor) are not an endorsement or recommendation of, or an opinion (favorable or unfavorable), or advice about, or a referral to any product or service of any third party. Advisors are solely responsible for evaluating, selecting, and purchasing products and services offered by third party vendors. Unless indicated otherwise, third parties are independent and not affiliated with PTI or its affiliates.

Schwab Advisor Services includes the custody, trading, and support services of Charles Schwab & Co., Inc. ("CS&Co"), a registered broker-dealer and member SIPC, and the technology products and services of PTI. PTI and CS&Co are separate companies affiliated as subsidiaries of The Charles Schwab Corporation, but their products and services are independent of each other. PTI’s integration solutions integrate data about accounts custodied at CS&Co.

Access to Electronic Services may be limited or unavailable during periods of peak demand, market volatility, systems upgrade, maintenance, or for other reasons.