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Kim Dannettell is an insurance, trust & estate planning professional. She is passionate about helping people protect their assets and helping them properly transfer them to their families and loved ones in an intentional and efficient manner.
She understands that estate planning is about asset preservation and the family. Through a specialized program called Family Tree Asset Positioning, she is qualified to educate and navigate her clients through the decision making process to properly reflect their desires and wishes so they can be carried out and honored.
Kim's educational approach and unique program allows her to position her clients assets in alignment with their trust and estate plans in addition to providing other areas of protection and certainty.
She has been a licensed life and health insurance professional since 1988, she is a Citadel Certified Estate Planner and a Notary Public.
Kim's collaborative approach and sincere desire to help others with their insurance, estate plans and safe money income needs has positioned her as a trusted advisor.
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