Kingsview Partners

Building an Insurance Engine for the Future🚂

Al Abaroa, President of Kingsview Insurance Services, gave advisors a clear look at how quickly the insurance division is growing and where it’s headed next.

Over the last 12 months, the team has doubled from 7 to 14 members and centralized in Fort Lauderdale to improve speed, service, and ex*****on.

But the bigger story is what that growth makes possible.

Kingsview Insurance is becoming more specialized, better connected, and built for proactive advisor support.

For advisors, that means stronger support across the full client relationship.

For clients, it means more opportunities that match the complexity of their lives.

Al gave us a strong look at how Kingsview is turning insurance from a product conversation into a true planning engine.

From Property Headaches to Passive Income 💵

Kyle Connor, Director of Project Markets and Lead Client Portfolio Manager at Invesco, walked advisors through a planning challenge many clients eventually face:

What happens when a valuable real estate asset becomes too much to manage?

A doctor selling an office building. A business owner exiting a property. A rancher transitioning land. A family trying to divide real estate among heirs.

Kyle broke down how 1031 exchanges, DSTs, and REIT conversions can help turn active property ownership into a more passive, diversified income strategy.

The clock moves fast: 45 days to identify replacement properties and 180 days to close. Advisors need to be in the conversation before the sale sign goes up.

For the right client, these strategies can help preserve tax deferral, simplify estate planning, create income potential, and move real estate wealth into its next chapter.

From 80 Households to 170+: Building a Scalable Advisory Practice 🏎️ 🏁

The AdStrat Think Tank brought together Paul Arancio (CMO), Jake Bauer (VP of Investment Strategy), Tim Lux (VP of Financial Planning), Melissa Smith-White (Managing Director of Kingsview Insurance Services), and Joe Froemming (Partner & Wealth Manager) for a practical conversation on advisory practice growth.

Joe shared how his business has more than doubled since joining Kingsview — growing from managing roughly 75–80 households to more than 170.

But the story was bigger than growth.

It was about building the kind of process-driven practice that can keep scaling without sacrificing client experience.

“A Ritz-Carlton client experience with F1 efficiency.”

That’s what we’re doing at Kingsview Partners.