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Principal - Private Client Services
Diane Beatty
About
With a keen eye for pinpointing gaps in coverage and a passong for simplifying complex matters, Diane helps client create personal insurance programs that eliminate unwelcome surprises and provide maximum protection. She assist clients in designing protection for their homes, autos, watercraft, recreational vehicles and valuable items. Her extensive background at Progressive, Fireman's Fund and Chubb Insurance companies provides a different perspective that leads to more successful outcomes for clients.
Diane's clients are located throughout the United States and Hawaii. She focuses on clients with a networth of at least $5M and with complex insurance needs. Complexity is often in holding properties in multiple states and title being held by different legal entities such as a trust, LLC or LP. The more complex the program, the more value Diane brings.