About Kim Dannettell
Insurance Professional and Trust & Estate Planning Sherpa
Kim Dannettell is an insurance professional and trust & estate planning Sherpa specializing in three main areas, trust & estate planning services, employee benefits for businesses and retirement income planning for people looking to retire in the next five to ten years.
She has been a licensed life and health insurance agent since 1988, she is a Citadel Certified Estate Planner and a Notary Public.
Kim's collaborative approach and sincere desire to help others positions her to be a trusted advisor. See below to learn more.
Trust & Estate Planning - Trust SHERPA
Kim considers herself a Trust Sherpa and a dedicated guide in the intricate world of trust and estate planning.
With years of experience and passion for helping clients secure their financial legacy, Kim helps ensure that wealth is protected and seamlessly transferred to loved ones by Systematically Helping Everyone Retain Property and Assets (SHERPA).
Through a specialized estate planning program with Citadel Law and Estate Docs Pro, Kim guides her clients through the decision making process to create their trusts and estate plans.
Her education, experience, and program choices allow her to offer the program that best meets the needs of her clients. She is also uniquely qualified to assist her clients with setting their assets in alignment with their trust to provide protection and certainty.
Whether you are navigating the complexities of estate taxes, setting up a trust for your children's future, or safeguarding your assets from unforeseen circumstances, Kim is here to guide you, give you clarity, confidence and peace of mind.
Let her lead you through the process with care and precision, making the journey towards financial security a smooth and successful one.
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Employee Benefits
In addition to being a Trust & Estate Planning Representative, Kim is a partner at Coast Benefit Consultants, which is a boutique health Insurance agency that works with companies with 10 or more employees.
She spent the first 10 years of her career working for two of the nations largest health insurance companies, Aetna and UnitedHealthcare, and the rest of her career as an employee benefit specialist, while also conducting retirement income planning and estate planning services during many of those years.
Her vast understanding of the workings of the insurance companies, compliance requirements and strong working relationships with carrier and referral partners, gives her the experience, credibility and ability to help business owners, HR professionals and their employees
To learn more, go to www.CoastBenefit.com or contact Kim for a complimentary benefit review or if you want more information.
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Retirement Income Planning
Retirement planning is personal. You've worked hard to save and invest your money and now it's time to optimize and protect your savings to provide lifetime income so you can get retired and stay retired with certainty.
Kim works with a team of professionals who special in the various areas of retirement income planning in order to help her client prepare for and live in retirement.
Her approach focuses on tailored retirement planning strategies to identify income "gaps" and "cliffs" so solutions can be provided to guarantee income for life, asset protection, solutions for potential long-term care expenses and tax efficiencies to create a holistic retirement income plan.
Her goal is to help her clients create a retirement that is a "sure thing" not a "maybe" and that it is in alignment with their trust and estate plan.
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