top of page

Meet the Team

The Reinsurance Specialties team works hard on identifying, qualifying, educating and onboarding successful business owners onto our best-in-class PORC model of captive insurance. Once clients are onboarded (joining 500+ clients (insureds) in 30 US states), they are serviced with turnkey deliverables by a team of seasoned subject-matter-experts. 

Screen Shot 2021-11-30 at 2.05.32 PM.png

Office Manager

Kay Bale

With nearly 40 years in the service space to include residential real estate, commercial real estate and traditional insurance, Kay brings a wealth of knowledge and 'can do' attitude to both the reinsurance industry and, specifically, the Reinsurance Specialty team.

Whether Kay is arranging in-person meetings with our valued clients, updating data in systems, helping a customer with questions or inquiries, Kay is a reliable and courteous resource serving both internal and external constituents. Kay states, "I love my job -- especially helping our insured clients explore ways to leverage their captive structure and better run their business enterprises. Our policy is 'no question is too broad or too specialized' and we can deliver a response in minutes or, at most, within a 24 hour period. Having a team with 30+ years of professional experience in the insurance space is extremely helpful and allows us to correctly serve our customers."

One or more of the above professionals is eager to engage business leaders, CEOs, CFOs, CPAs, Wealth Advisors, Tax Specialists and Investment Brokers. 


bottom of page