KSWZ Insurance Services

KSWZ Insurance Services

I provide unbiased, personalized financial advice and solutions that will enable you to achieve your financial goals.

Helping you create a plan that gives you the freedom to focus on what matters most is my goal. In a highly volatile financial world, I provide a conservative approach to savings and retirement. I assist Clients looking for a low risk and/or guaranteed income. I help middle Americans build a financial future with money they didnt even know they had!!

16/08/2024

So true. Who knows the phone number?

Photos from KSWZ Insurance Services's post 16/08/2024

Come join me on Tues next wk friends! Dinners on me! Youโ€™ll learn what Wall St will never teach you as well as what you should have learned in school but didnt for 12-16 yrs. Happy Friday!!!

Money 101 San Marcos CA 6pm on 8/20

RSVP today!!!

Photos from KSWZ Insurance Services's post 15/08/2024

Happy Thankful Thursday ladies and gents!!!

Im so thankful for my amazing partner, biz partner and hubby, my BFF ๐Ÿ’™๐Ÿ™

Im also so grateful for the amazing women in these photos who I got to spend the awesome wk in Dallas with last wk as well as the trifecta today for having an amazing community for me to be a part of, thank you ๐Ÿ™๐Ÿ’•

What are you grateful for today? Plz share with me below โฌ‡๏ธ

Have a great day!! Stay cool out there friends

13/08/2024

Join us on zoom tomorrow 4pm pacific for this low key, informative educational workshop to learn strategies of building wealth and tools and principals we all SHOULD have learned in school but didnt!!

RSVP to me to get the zoom info!! Our awesome speaker will be the funny, talented and amazing .waldron.723

Have a great night friends!!!

13/08/2024

With EL AGAVE RESTAURANT & TEQUILERIA โ€“ I just got recognized as one of their top fans! ๐ŸŽ‰

Salud!!

13/08/2024

Tomorrow 8/14 at Hera Hub Sorrento!!!
930-11am
Small Business Insurance Guru Hours!! DM me!! Free Q&A!!!

12/08/2024

Amen!! ๐Ÿ™Œ

Perfect inspirational today esp after an absolutely amazing wk in Dallas @ my 17th conf I think!!!

Thank you
๐Ÿ™๐Ÿ’™

Have a great week all!!

Photos from KSWZ Insurance Services's post 10/08/2024

Day 4 of in the books!! OMG I dont want it to end, see ya next yr Dallas for the 25th anniversary!! Peace โ˜ฎ๏ธ โœŒ๏ธ out, Cant wait
๐Ÿ’™๐Ÿ™๐Ÿ’•

Thank you .dai and ๐Ÿ’™๐Ÿ™

09/08/2024

Hi ladies! Im hosting Wine ๐Ÿท Women & Wealth!!! 8/21 at 5pm pacific on zoom, get more info and RSVP at this link! Let me know too if youre going to join us by saying โ€œMeโ€ below โฌ‡๏ธ

Have a great weekend!!! ๐Ÿ™๐Ÿ’™๐Ÿ’•

https://www.meetup.com/wine-women-wealth-seattle-wa/

Infinite Banking Concept EXPLAINED - Be Your Own Bank! 09/08/2024

Would you like to be your own bank?? Lets chat!!

https://youtu.be/QWUUkEEm0GY?si=INs1k6XuHlE03Vmu

Infinite Banking Concept EXPLAINED - Be Your Own Bank! ๐ŸŒŸ Discover how to be your own bank with the Infinite Banking Concept - leveraging permanent cash value life insurance to grow your wealth in a tax-advantage...

08/08/2024

Happy Thankful Thursday ladies and gents! Life is short! Plz do something fun today for YOU!

What are you grateful for Today? Plz share with us below โฌ‡๏ธ

Have a great day!!! ๐Ÿ™๐Ÿ’™๐Ÿ’•

Photos from KSWZ Insurance Services's post 08/08/2024

Day 1

06/08/2024

Living Benefits Lifted a Burden!!
๐Ÿ’™๐Ÿ™

Elizabeth Martinez Genova was busy living her life to the fullest. She had served in the military, graduated law school, raised a wonderful son, and spent her spare time traveling the world and exploring different countries and cultures.

When her friend Alberto Carballeira approached her about Living Benefits life insurance, she was hesitant at first. But after learning about how Living Benefits could allow her to access her death benefit while she was still living if she ever got sick, Elizabeth saw the value in it and put a policy in place for herself.

She had no idea how fateful that wise decision would prove to be.

Watch Elizabethโ€™s Story
Link in bio too!! https://katherinezacharias.com/elizabeth-martinez-genova

Click above to see how Elizabethโ€™s Living Benefits policy made all of the difference in the world when she was blindsided with a diagnosis of Stage 4 pancreatic cancer.

Living Benefits provides a critical layer of protection that traditional life insurance cannot.

I specialize in this โ€œnew kindโ€ of life insurance and can help you get this protection in place for yourself.

DM me for a free call or say โ€œMe plzโ€ below โฌ‡๏ธ ! Have a great day!!!

05/08/2024

A lil Monday Inspiration
Thank you ๐Ÿ’™๐Ÿ™

Have a great wk friends!!

05/08/2024

Do you know what your most important asset is?

Itโ€™s likely your ability to earn a living.

But we all know that life happens, and an unexpected illness or injury could prevent you from working at some point in your career.

So, how would you continue to pay your bills and meet all your financial obligations?
Thatโ€™s why thereโ€™s disability insurance. It provides you with a portion of your income until you can return to work.

You insure your home, car and phone. Itโ€™s time to insure what pays for all those things. Get disability insurance because life happens.

Mortgage Protection Insurance | Secure Your Home Loan 04/08/2024

A Mortgage Protection Plan is the smartest, most efficient way to safeguard your most important asset.

Mortgage Protection Insurance | Secure Your Home Loan Learn how Mortgage Protection Insurance safeguards your home by providing money to cover your loan payments in times of unexpected hardship. Understand the importance of securing your biggest asset. Discover more today.

Photos from KSWZ Insurance Services's post 02/08/2024

Awesome Wine ๐Ÿท Women and Wealth last night as always! We had so many new ladies there! Amazing connections were made. Thanks for coming ladies!!!

We are using Lynne Twists book, The Soul of Money, one of my faves!!!
Wanna join me next time? Save the date!! 8/27. See ya there at 6pm!!

Have a great weekend!!!

Photos from KSWZ Insurance Services's post 31/07/2024

Hi ladies and gents!! Itโ€™s Wednesday Request Day!

I love connecting people!!! What resources do you need right now for your business or your personal life? Or what types of people or professionals do you need to be introduced to?
A doterra Rep?
A master tequila distiller?
A great atty?
A wonderful artist?
A sake advisor?
An amazing chef, national or local?
An FBI Agent?

Just ask and you may receive! Plz post your request below ๐Ÿ‘‡

Happy Hump Day friends!!! Have a great day!!!

Photos from KSWZ Insurance Services's post 30/07/2024

Another awesome lunch today!!

Jake from came and talked about and coffee!!
My friend even got a shout out for his amazing vegan food there!! The club loved it!! So awesome, thanks Jake!! Cheers ๐Ÿป

Wanna join me next time friends? We meet on Tuesdays at lunch

Have a great day!!

30/07/2024

Leave NO child behind!

https://www.unodc.org/unodc/en/endht/index.html

30/07/2024

Monday Inspiration

๐Ÿ’™๐Ÿ’•

Thank you ๐Ÿ’™๐Ÿ™

Have a great wk friends!!!

26/07/2024

Happy Female Founder Friday friends!!

Today Iโ€™d like to introduce you to my friend and amazing estate planning atty,

Helping people prepare for the unexpected is her main goal. Planning for the inevitable future is a must. The happiness and relief her clients experience once they have their estate plan in place makes her work most enjoyable. She educates the public on the practical need for an Estate Plan and the benefits of having a Revocable Living Trust, an Advance Health Care Directive and a Power of Attorney among other legal documents.

Do you have a Peace of Mind package? If not you really need to chat with her friends!! I recommend this to all my clients and friends!!

Three important estate planning documents are a must for all unmarried single adults once they turn 18. Parents of young adults that turn 18 while still in high school or when away at college need to know about this package. You are unmarried in the eyes of the law if you are not married, have never been married, are divorced, are widowed, are living with someone in a long term relationship or are in a domestic partnership.

Even after your son or daughter turns 18 and is considered an adult in the eyes of the law, you may still need to act on his or her behalf in the case of medical emergencies, tax matters, and other business transactions. Donโ€™t let your children leave the nest without a HIPAA Authorization, Power of Attorney, and Advance Health Care Directive. Her Young Adult Peace of Mind Package is a must for parents of children between the ages of 18 and 25.

Please reach out to her if youโ€™re in need!! Ive had too many friends and clients who didnโ€™t have this in place and werenโ€™t able to even visit their child out of state at college in the hospital during a medical crisis or even get info on the status of their child in the hospital!!

Have a great weekend!!

Photos from KSWZ Insurance Services's post 25/07/2024

Happy friends!!!

Im thankful for a fun biz lunch with my fave French Moroccan gf ๐Ÿ’™๐Ÿ’•

Im grateful for my community, upcoming travel and a great summit today with thanks so much Sharon and REAL Success!! Thank you and ๐Ÿ’™๐Ÿ™

Im also grateful for my new (ad)venture being a Soroptimist so i can continue my UN work of peace building and ending human trafficking!!

What are you grateful for today friends? Plz share with me below โฌ‡๏ธ

Have a happy Friday and a great weekend!!

24/07/2024

Imagine a Money ๐Ÿ’ฐ Making Machine!!

Imagine a quick scenario with me:

You just moved into a new home and discover a magical (perfectly legal) money-making machine in your new garage or basement. This machine prints cash money like clockwork, and it just so happens that the amount produced every month equals the exact amount of your new mortgage payment.

What a splendid machine! Lucky you!

Now, hereโ€™s my question: would you use a tiny portion of that machineโ€™s cash output to insure the machine in case it broke down?

Watch the video https://katherinezacharias.com/mortgage-protection link in bio too!!

Watch the video and let me know your thoughts!

Talk soon! Have a great day!!!

Photos from KSWZ Insurance Services's post 23/07/2024

Awesome club lunch today!!!

My friend from came and educated us on their rye, Bourbon and whisky. ๐Ÿฅƒ So good!! Cheers!!!

Let me know if you wanna join me next Tuesday for lunch when Jake from is going to join us as our speaker!! ๐Ÿป

Have a great day friends!!!

22/07/2024

Money 101 Wed night 6pm pacific in La Mesa, CA 7/24. RSVP to me plz. Hope you see you there!

Most of us attended school for more than a decade to learn about reading, writing and arithmetic-but we never learn about our finances! Five Rings Financial was founded on the belief the Middle Americans should be provided with a sound education on how money works, and this exciting, innovative event proudly drives this tradition forward.

Explore how to grow and protect your money for college funding, retirement planning or simply wealth accumulationโ€ฆwith money you never knew you had. Enjoy a complimentary meal with great people at Marie Callenders!!

https://lnkd.in/gpqcgKCX

Have a great week friends!!!

lnkd.in

22/07/2024

Yes!!



Have a great day friends!!

๐Ÿ’™๐Ÿ™

21/07/2024

Money 101 tomorrow 4pm pacific on zoom on Monday 7/22. RSVP to me plz. Hope you see you there!

Most of us attended school for more than a decade to learn about reading, writing and arithmetic-but we never learn about our finances! Five Rings Financial was founded on the belief the Middle Americans should be provided with a sound education on how money works, and this exciting, innovative event proudly drives this tradition forward.

Explore how to grow and protect your money for college funding, retirement planning or simply wealth accumulationโ€ฆwith money you never knew you had.

www.katherinezacharias.com/living-benefits

Have a great week friends!!!

Videos (show all)

Day 1 #ewnicon
Happy Mothers Day!! ๐Ÿ’™๐Ÿ’œ
Private Delegate dining room @unitednations ๐Ÿ™๐Ÿ’™โ˜ฎ๏ธ
@channelislandsharbor Silver Strand ๐Ÿ’™๐Ÿ’œ
Happy Thanksgiving friends!! ๐Ÿฆƒ๐Ÿ๐Ÿฝ
Happy Matchmaker Monday friends!!I LOVE Connecting people!Plz Make a request of something you need or someone who you ne...
Awesome Mongolian Hot pot today for lunch on a drizzly day!!Thanks for joining me brave @terri_l_sassone ๐Ÿ’™๐Ÿ™#foodie #ache...
I LOVE Connecting people! Happy #MatchmakerMonday ladies and gents!!  Make a request of something you need or someone wh...
Lets go Raiders!!
Tomorrowโ€™s the big day!!! Yay!!!

Opening Hours

Monday 09:00 - 17:00
Tuesday 09:00 - 17:00
Wednesday 09:00 - 17:00
Thursday 09:00 - 17:00
Friday 09:00 - 17:00