Legacy Leaders

Carolyn Konecki: Maximizing Insurance Coverage and Service


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Carolyn is a professional risk manager specializing in personal insurance for successful individuals and families. Her expertise lies in safeguarding tangible assets like luxury homes, vehicles, art, and more. She meticulously assesses risks and liability tied to these assets, providing comprehensive coverage against physical and online threats. With her extensive network, Carolyn matches clients with the ideal insurance solutions, offering top-notch value. She can write personal insurance in all 50 states and a few foreign countries. She graduated magna cum laude from the University of Southern California in 1985 with bachelor’s degree in business and an emphasis in management. She was recruited into the insurance business in 2004, when she joined her husband, John, at Konecki Insurance. After that agency was sold, she joined Cavignac & Associates to start their Private Client division. She received her Certified Private Risk Manager designation in March, 2018, the first person in San Diego to achieve that designation. She is very involved in the San Diego community and is a member of several professional and charitable organizations.

Listen to this informative Legacy Leaders episode with Carolyn Konecki about Legacy and Insurance, Insurance companies and setting rates, Unfair pricing and limited options, Challenges with the California Fair Plan, and Importance of regular meetings and excellent service.

Here is what to expect on this week’s show:

●    Delve into the intricate challenges surrounding California's insurance rates and their far-reaching effects

●    Clearly grasp why speedy ratification of rates is crucial for enhancing capability and fostering a competitive market

●    Unearth distinct disparities in property insurance premiums for comparable properties across California

●    Shed light on the limitations and imperfections of the California Fair Plan

●    Discern the pivotal role of ongoing interaction with insurance brokers for maintaining up-to-date coverage and premium service

 

Connect with Carolyn Konecki:

Website: https://cavignac.com/

LinkedIn: https://www.linkedin.com/in/carolynkonecki/

Phone: 619-744-0545

Email: [email protected]

 

 

With your Guest Host: Rod Hatley

Rod Hatley, the founder of Hatley Law Group APC, embarked on his journey to become an estate planning attorney after experiencing a devastating seven-year probate process for his father's estate. His father's lack of preparation for passing on his assets led to lengthy delays and significant costs. Rod initially worked in personal injury litigation and served in the U.S. Navy JAG Corps, earning two Navy and Marine Corps Commendation Medals. In 1995, driven by his personal experience, he pursued a Master of Laws in tax law at the University of San Diego and shifted his focus to estate planning, trust, and probate law. Rod is licensed to practice in California and Tennessee. Outside of his legal practice, he enjoys scuba diving, snorkeling, and volunteering for charitable organizations like the American Cancer Society and Nice Guys San Diego.

 

Connect with Rod Hatley:

Website: https://hatleylawgroup.com/

LinkedIn: https://www.linkedin.com/in/rodneyhatley/

Facebook: https://www.facebook.com/HatleyLawGroupAPC/

Twitter: https://twitter.com/rodneyhatley

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Legacy LeadersBy Stan Miller & Katie Beth Hand

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