- Nancy Klatt Mar 16, 2021
Nicole has a Bachelor’s degree in Business Administration from University of Wisconsin, Green Bay, with majors in Accounting and Business Administration with an emphasis in Finance. She worked as a regional Business Development Manager for UnitedHealthcare for more than six years, and is Health Insurance licensed in all 50 states. She has become known amongst her colleagues as the expert on Medicare for veterans. She also specializes in helping those who are in the process of retiring even if they are not quite of Medicare age yet.
While United Healthcare provided her a great opportunity with great training and experiences, it didn’t sit right with her to present products from only one company. She spent a lot of time praying and reflecting and felt she was being called to become an independent broker so she could use her talent of understanding Medicare to help people choose the right plan for them, regardless of who the insurance company is. Nicole felt like Bridlewood was a natural fit for her, with their emphasis on always putting the clients needs first. Her favorite part of what she does happens when she comes into contact with someone who is obviously overwhelmed by their Medicare options. She loves being able to explain Medicare, ask questions, and then lay out their options in a way that makes it easy to understand and takes the burden off their shoulders. You can tell they feel so relieved after they have talked, and it’s great to know she can do that for people.
She grew up in Casco, Wisconsin and resides now in Green Bay, WI. Nicole and her husband, Chad, have been together for 6 years and have 3 energetic boys and 2 dogs, so they are certainly never bored. When it’s nice outside she enjoys walking through the woods with her boys and they love to spend time at the family cabin in upper Michigan. As the kids get older, more and more time is spent at flag football, soccer, t-ball, etc.
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Verified Reviews for Nicole Koehler:
Nicole Koehler is wonderful!!!!! She really dug down and got a GREAT plan just for me. Nicole explained everything in detail so I could understand. Nicole knew all the answers to my questions that I asked. Nicole has a fantastic attitude and makes you very relaxed. Thank you Nicole!!!! I will pass your name on to other friends that I know.
Nancy Klatt - March 16, 2021