Kabat Equity Group, Inc.

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Kabat Equity Group, Inc. As fiduciaries, we develop holistic financial plans for our clients that focus on tax efficiency. Kabat Equity Group, Inc.

serves Brillion, WI, and surrounding communities as well as Ponte Vedra Beach, FL and the greater Jacksonville area. Our mission is to provide the families and businesses we serve with innovative financial strategies, solutions, and planning that result in financial clarity, security, and overall financial health. Making strong commitments to our clients and building life-long relationships are tenets of success at Kabat Equity Group, Inc. Kabat Equity Group, Inc., provides investors custom tailored strategies to meet short and long-term needs.

A life insurance death benefit can be paid in more than one way, and the settlement option selected can affect a benefic...
10/30/2026

A life insurance death benefit can be paid in more than one way, and the settlement option selected can affect a beneficiary’s cash flow, financial flexibility, and long-term planning.

At Key Insurance Services, Inc., we help clients understand options such as a lump-sum payment, installment payments, or leaving funds with the insurer to earn interest. The right choice depends on the beneficiary’s needs, goals, and overall financial picture.

If you have questions about life insurance settlement options, our team is here to help you review the possibilities with confidence.

ACA Open Enrollment begins November 1. Preparing ahead of time can make it easier to review your options, gather the rig...
10/27/2026

ACA Open Enrollment begins November 1. Preparing ahead of time can make it easier to review your options, gather the right information, and choose coverage that fits your needs.

Our team at Key Insurance Services, Inc. is here to help you understand your health coverage options and navigate the enrollment process with confidence. Contact us with your questions.

A vehicle break-in can leave you feeling shaken and unsure what to do next. Taking a few clear steps can help protect yo...
10/22/2026

A vehicle break-in can leave you feeling shaken and unsure what to do next. Taking a few clear steps can help protect your information, document the loss, and make the claims process easier.

Swipe for a quick checklist, including when to contact law enforcement, how to document damage and missing items, and why it is important to monitor cards or personal information that may have been left in the vehicle.

At Key Insurance Services, Inc., we are here to help you understand your auto insurance coverage and guide you through the next steps. Reach out to our team with any questions.

Halloween can bring a few unexpected risks—from slippery walkways and decorations to busy roads and unfamiliar trick-or-...
10/20/2026

Halloween can bring a few unexpected risks—from slippery walkways and decorations to busy roads and unfamiliar trick-or-treat routes.

A little preparation can help protect your home, vehicle, and guests. Swipe for practical Halloween safety reminders, including ways to reduce fall, fire, and driving risks.

If you have questions about your homeowners or auto insurance coverage before the holiday, our team at Key Insurance Services, Inc. is here to help.

Wishing you and your family a safe, fun Halloween!

A covered loss can force important financial decisions quickly. That is why it is important to understand how your comme...
10/15/2026

A covered loss can force important financial decisions quickly. That is why it is important to understand how your commercial property policy values damaged or lost property.

Actual cash value coverage generally accounts for depreciation, meaning the payment may reflect the item’s value immediately before the loss.

Replacement cost value coverage is designed to help replace covered property with comparable new items, subject to your policy terms, limits, deductibles, and any applicable conditions.

The distinction can have a meaningful effect on your business’s recovery budget after a claim.

Swipe through for a closer look at ACV and RCV. Then, contact Key Insurance Services, Inc. if you would like us to review how your policy responds and whether its valuation method aligns with your business needs.

A major accident or liability claim can exceed the limits of your home or auto policy faster than many people expect.Umb...
10/13/2026

A major accident or liability claim can exceed the limits of your home or auto policy faster than many people expect.

Umbrella liability insurance adds an extra layer of protection above qualifying existing policies, helping safeguard your savings, home, and other assets when covered costs go beyond those underlying limits.

Because umbrella coverage is often available at a comparatively modest annual cost, it can be a practical part of a well-rounded insurance plan.

At Key Insurance Services, Inc., we can help you review your current coverage, understand where gaps may exist, and determine whether an umbrella policy makes sense for your needs.

Reach out to our team to start the conversation.

Fire Prevention Month is a valuable reminder that the safest home fire is the one that never starts.A few minutes spent ...
10/08/2026

Fire Prevention Month is a valuable reminder that the safest home fire is the one that never starts.

A few minutes spent on prevention can help protect the people, home, and belongings that matter most:

• Test smoke alarms monthly, replace batteries as needed, and replace alarms that are 10 years old or older.

• Stay in the kitchen when cooking, and keep towels, oven mitts, and other flammable items away from heat sources.

• Keep portable heaters at least three feet from anything that can burn, and turn them off before leaving the room or going to bed.

• Make sure every household member knows two ways out of each room and where to meet safely outside.

• Keep a fire extinguisher accessible and remember PASS: Pull the pin, Aim at the base of the fire, Squeeze the handle, and Sweep side to side.

If a fire occurs, get out, stay out, and call 911.

At Key Insurance Services, Inc., we believe proactive home safety is an important part of protecting what you have built. If you would like to review your homeowners insurance coverage or have questions about your policy, our team is here to help.

What is one fire-safety item you plan to check at home?

Deer activity increases in the fall, especially around dawn and dusk, creating added risk for businesses with employees ...
10/06/2026

Deer activity increases in the fall, especially around dawn and dusk, creating added risk for businesses with employees who drive for work.

A few practical reminders for your team:
• Slow down and stay alert near wooded areas and marked crossings.
• Scan the roadside—where there is one deer, others may follow.
• Avoid swerving suddenly; controlled braking is often the safer response.
• Report vehicle damage promptly to help minimize downtime.

Key Insurance Services, Inc. can help you review your commercial auto coverage and better understand how your policy may respond after an accident. Reach out to our team with any questions.

Cyber risk is not limited to large corporations. Small and midsize businesses can be especially vulnerable to phishing, ...
10/02/2026

Cyber risk is not limited to large corporations. Small and midsize businesses can be especially vulnerable to phishing, ransomware, compromised passwords, and costly interruptions.

As Cybersecurity Awareness Month approaches, now is a good time to reinforce practical safeguards:
• Train employees to spot suspicious emails and links.
• Use strong, unique passwords and multi-factor authentication.
• Keep software and devices updated.
• Maintain secure, tested data backups.

Even strong prevention measures cannot eliminate every risk. Cyber liability insurance can help your business respond to a breach, manage recovery expenses, and minimize disruption.

Our team at Key Insurance Services, Inc. can help you review your cyber coverage and identify potential gaps. Reach out to start the conversation.

Breast cancer screening can be an important part of preventive care. Understanding when to schedule a mammogram and what...
10/01/2026

Breast cancer screening can be an important part of preventive care. Understanding when to schedule a mammogram and what your health plan covers can help you make informed decisions about your health.

Swipe for helpful facts about breast cancer screening and early detection.

Many health insurance plans cover preventive breast cancer screenings at little or no cost. If you have questions about your coverage, Key Insurance Services, Inc. is here to help you review your benefits and understand your options.

Address

10752 Deerwood Park Boulevard , Suite 100
Jacksonville, FL
32256

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm
Saturday 10am - 2pm

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