Lawrence Katz, CLU, ChFc, MsFs
Lawrence G. Katz, CLU, has been working with individuals and their families for over 55 years. He is a Principal and the Founder of The K Corporation.
Larry has extensive experience working with individuals and businesses of all sizes, assisting them in managing their unique financial situations. He helps retirees, and those planning for retirement, navigate through the number of personal and financial decisions they may face.
Larry specializes in the fields of estate planning, life insurance planning, business continuation planning and implementation, as well as defined benefits and 401(k) plans. Larry takes the time to understand the objectives and life values of his clients. Doing so helps to achieve their goals and pursue living in a meaningful way. This has resulted in long lasting relationships between Larry and his clients.
Larry is a 56 year Life & Qualifying member of the Million Dollar Round Table (MDRT), a member of the Houston Association of Insurance and Financial Advisors, and the Society of Financial Services Providers. He received the National Quality Award for 40 consecutive years of service and was awarded the prestigious Woodson Award in 1998 by the Society of Financial Service Professionals, Houston Chapter. Larry received his bachelor’s degree (BA) from Rice University, his Master of Science degree (MSFS) from The American College, and studied and obtained his Chartered Life Underwriter (CLU) and Chartered Financial Consultant (ChFC) designations from The American College.