Kathleen Schubert

Insurance Analyst & Claims Specialist
Kathleen Schubert, Insurance Analyst & Claims Specialist at RSFA.

Short version focus:

Life & Health Insurance

Kathleen assists Rod with analyst work and claims, working together to ensure client needs are met. The following advice is provided by Rod:

  • Personal Covers: Life, trauma, TPD, income protection, and medical insurance
  • Business Covers: Key person, business life, trauma, TPD
  • ACC advice tailored to complement your private plan

Kathleen also helps with compliance and recruitment and generally ensures that RSFA remains facing forward to provide the best holistic care to clients.

Background:

  • Born in Wisconsin, USA; lived in New Zealand for 17 years, now residing in Papamoa Beach with husband Rod Schubert, Director of RSFA, and two dogs, Jinxy and Willow.
  • Magna Cum Laude graduate in Anthropology from San Diego State University.
  • Doctorate in Integrative Medicine (Summa Cum Laude) was gained from the University of Natural Medicine; studied both conventional and complementary medicine.*
  • Interned with Dr. Bernard Willis, MD, from the University of Leeds
  • Directed a virtual health practice for over a decade, now entrusted to Chantel Ryan of the Minimalist Naturopath; continues to mentor Chantel.
  • Featured as a guest natural health expert on New Zealand national radio and a presenter for ASB Bank and other corporate entities.

It is no wonder Kathleen has hit the ground running with her background. She has racked up a few experiences which cross pollinate, enchancing RSFA’s offering to clients and providing a valuable advantage for clients. The better we can work with the insurer on your behalf, the better the outcome.

Did you know? Kathleen was diagnosed with autism in midlife; advocates for gender equity in diagnosis and is the author of ‘U Don’t Seem Autistic’ (available on Amazon only). She is also known for a photographic memory, attention to detail, and simplifying technical information. This is said to especially help with debates with Rod, during and outside of work hours!

*Kathleen has a doctorate as above and has gone by Dr Kathleen for several years. She is not registered medical doctor/GP in New Zealand and recommends clients maintain relationships with medical professionals for diagnoses and treatment.

Kathleen's latest articles

Where the Rubber Hits the Road: Why a Medically Savvy Advisory Makes All the Difference in Claims