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Katherine Wichmann Zacharias
Works at Evolve Digital
Attended SDSU
683 followers|127,019 views
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Most of us are in this profession because of a sincere desire to help others in a manner that is both unique and timely. Living Benefits is one of the reasons why I am so passionate about what I do every day.  #SWAN
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Be my guest to #Money 101 in #August!
August 11, 2015 6:30pm - 8:30pm Burbank   More info and RSVP here EXPRESS LUNCH August 13, 2015 12pm - 1pm Rancho Bernardo More info and RSVP here See The California Calendar August 18, 2015 6:30pm - 8:30pm San Marcos More info and RSVP here August 24, 2015...
August 11, 2015 6:30pm - 8:30pm Burbank  More info and RSVP here EXPRESS LUNCH August 13, 2015 12pm - 1pm Rancho Bernardo More info and RSVP here See The California Calendar ...
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Usually, when we use the words "Living Benefits" with clients, people really don't understand the term.  

But believe me when I say that I have seen "living benefits" literally save people from major financial disasters.  So much so that I just encourage you to take 2 minutes and learn about it.

We've added some brief information to our new blog this week, and every few weeks, when we add more great stuff, I'll forward links on to you just to keep you informed about matters that can affect your finances and your retirement.

Here's a quick link to the "living benefits" article (there's a video too!):

http://arandsmoneyinfo.com/life-insurance/does-your-life-insurance-policy-pay-living-benefits/
If I can be of any assistance, please don't hesitate to contact me.
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Here's why life insurance is really love insurance: http://lifehap.pn/1HzFwGW
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Let's get together & have some wine, fun, build relationships, laugh & learn!
Be my guest!
#Wine, #Women & #Wealth - #Burbank

Thursday, August 6, 2015
7:00 PM
Beauty Works Hair Studio
2424 W Magnolia Blvd Ste C
Burbank, CA
 
We are building a community of women who desire to take charge of their financial future, expand their knowledge, and build their confidence regarding money and wealth. Do you know what money conversation is going on in your head?
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Private exchange growth is expected to explode by 2018. But many employers and brokers alike still struggle with the definition of an exchange. At EBA s recent Private Healthcare Exchanges conference in Chicago, Ann Mond Johnson, adviser at ConnectedHealth, and Matthew Levin, executive vice president at Aon, shared the top 10 myths about these exchanges.
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Not sure what to expect after the baby arrives? Here are great tips to get you on track financially: http://lifehap.pn/1eYArvx, via Business Insider
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Have her in circles
683 people
Roger Zacharias's profile photo
chris bryan morales lumanglas's profile photo
Dan Yates's profile photo
DERICK GERALD's profile photo
Alaska Airlines's profile photo
Bill Beaman's profile photo
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With ease, the women reportedly swindled gullible members of the Islamic State into sending at least $3,300.
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Does your life insurance policy pay living benefits?
When life insurance was first designed back in the 1600s it did one thing: The policy would pay benefits to your heirs after your death. This was one way to ensure that if something should happen to you, your family would be protected. Life insurance was es...
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CLEVELAND, Ohio -- It's National Cheesecake Day, and the Cheesecake Factory wants you to celebrate.
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Be my guest!  August #Wine, #Women & #Wealth AZ.  @Total Wine & More in Tempe Marketplace on Tuesday evening, Aug 11th from 6-8 pm for our monthly FREE networking event.  #SWAN
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People
Have her in circles
683 people
Roger Zacharias's profile photo
chris bryan morales lumanglas's profile photo
Dan Yates's profile photo
DERICK GERALD's profile photo
Alaska Airlines's profile photo
Bill Beaman's profile photo
Vanessa Elle's profile photo
HealthJoy's profile photo
Stacie Marotta's profile photo
Work
Occupation
I am a Financial Rep and Recruiter with Five Rings Financial and I am also an Independent Health insurance Broker. I have been in the biz 21 yrs. I am a Living Benefits and Safe Money Expert. I help people set up their own Tax Free Retirement Plans, we call them Roth IRAs on steroids :-)
Employment
  • Evolve Digital
    Owner, Sales, Marketing Rep, 2002 - present
  • Firehouse Gourmet Inc.
    Sous Chef, 2010 - present
  • KSWZ Insurance Services
    Independent Insurance Broker, 1992 - present
  • Five Rings Financial
    Financial Rep, 2009 - present
  • Macy's School of Cooking
    Kitchen Assistant, 2010 - 2013
Basic Information
Gender
Female
Story
Tagline
I provide financial and insurance solutions for the sandwich generation!
Introduction
I am a Financial Rep with Five Rings Financial and I am also an Independent Health insurance Broker. I have been in the biz 21 yrs.  I am a Living Benefits and Safe Money Expert.  I help people set up their own Tax Free Retirement Plans, we call them Roth IRAs on steroids :-)
Bragging rights
Nominated for 2013 Women Who Move the City San Diego
Education
  • SDSU
    International Business, 1987 - 1993
Links
Contributor to
Great organization, gives back in many ways and helps a lot of people. They are very involved with Rotary International too! LOVE it!
Public - 2 months ago
reviewed 2 months ago
I hired Pam 11 yrs ago for our wedding, she was awesome! She listens to you needs and does a great job. I would hire her again in a heartbeat!
Public - 10 months ago
reviewed 10 months ago
Best jeweler in the world! I bought my wedding rings there 10 yrs ago and I still look at them every day as if they were brand new, Simon is awesome and Victoria really cares about their clients. They are very professional and knowledgable.
Public - a year ago
reviewed a year ago
9 reviews
Map
Map
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Awesome food! The chicken soup is to die for, esp when you are ill
Public - 9 months ago
reviewed 9 months ago
Awesome work! I would highly recommend him
Public - 11 months ago
reviewed 11 months ago
Awesome chiropractor, I always feel better after our appts!
Public - 2 years ago
reviewed 2 years ago