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Free strategy call · West Palm Beach, Florida

Book a free strategy call with a licensed insurance broker in West Palm Beach, Florida.

30 minutes with Kleber Soares — licensed independent insurance broker and living benefits specialist in Florida. No sales pressure. No obligation. Just a real conversation about your family's financial future and what's actually possible.

1
We listen first. Tell us about your life, your goals, and your biggest financial concerns as a Florida family or business owner.
2
We show you the gap. Where you are vs. where you need to be — clearly and honestly. No jargon. No pressure.
3
We outline your options. Living benefits, tax-free strategies, income protection — you decide if and when to move forward.
Schedule your free call
Pick a time that works for you
Monday–Friday · Zoom or phone · West Palm Beach, FL and all of Florida
14+
A+ Rated Insurance Carriers
100%
Independent — No Carrier Bias
30
Minutes — Free Strategy Call
FL
Licensed Independent Broker · Florida
Why book a free strategy call

What makes a licensed insurance broker in West Palm Beach different.

🧠

Psychology-informed approach

Kleber is a former licensed psychotherapist. He understands the emotional side of financial decisions — not just the numbers. That's a rare combination in a West Palm Beach insurance broker.

🏦

14+ A+ rated carriers

As a licensed independent insurance broker in Florida, Kleber shops 14+ A+ rated carriers to find the right living benefits strategy for your specific situation — no single-company bias.

🛡️

Living benefits first

Most brokers sell coverage. Kleber builds protection. Living benefits insurance pays out while you're still alive — if illness, injury, or disability strikes your Florida family or business.

What Florida clients say

Real families. Real peace of mind.

★★★★★

"Kleber explained everything clearly and without pressure. We finally feel like our Florida family is truly protected — not just covered on paper."

RA
Rickson & Bianca A.
West Palm Beach, FL
★★★★★

"I came in with zero clarity on living benefits. Kleber listened — really listened — and built a plan around my actual life. I sleep better because of it."

MD
Maria D.
Boca Raton, FL
★★★★★

"GoWise Wallet helped me protect my business assets, reduce my tax burden, and actually plan for retirement — all in one strategy call."

JL
James L.
Fort Lauderdale, FL

Author

  • As a licensed agent, Kleber Soares integrates psychotherapy wisdom, marketing strategies, and financial acumen for individuals looking for innovative ways to protect their family's financial security beyond traditional.

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