Protecting Families. Preserving Legacies
Final Expense · Life Insurance · Annuities
Licensed Insurance Agency · South Florida
What We Offer
Honest guidance, licensed expertise, and plans built around your family — not a quota.
Affordable whole life coverage ranging from $5,000–$25,000. No medical exam required. Protects your family from funeral costs and end-of-life expenses — so they can grieve without financial stress.
Term, whole, and universal life policies customized to your family's needs and budget. As a licensed Florida agent I'll find the right coverage at the right price.
Secure your retirement with guaranteed income products that protect your savings from market risk. Ideal for seniors looking for peace of mind and financial stability.
About Katie Rodriguez
My Expertise
"In both legacy planning and legal nurse consulting, the truth is found in the details. My mission is to ensure those details are never overlooked."
I am Katie Rodriguez, the founder of Veritas. With a background rooted in healthcare as a registered nurse for 35 years, I realized that whether a person is navigating their family’s future or a complex medical-legal case, they need an advocate who prioritizes accuracy and ethics.
My Philosophy
I believe that "Veritas"—truth—is the only foundation for a lasting legacy or a winning legal strategy.
My Commitment to You
To provide meticulous analysis, compassionate guidance, and unwavering professional standards.
Pillars of Expertise
Legal Nurse Consultant
By analyzing complex medical records, an LNC identifies deviations from the standard of care, uncovers hidden nuances in nursing notes, and translates "med-speak" into actionable legal strategies. Whether they are building a medical chronology for a personal injury claim or vetting expert witnesses for a malpractice suit, their clinical "insider" knowledge ensures that legal arguments are grounded in medical fact.
Essentially, they provide the scientific roadmap that allows legal teams to navigate healthcare litigation with precision and authority. Today, I continue to uphold that same passion and commitment to excellence.
Licensed Insurance Agent
As a licensed financial professional, I serve as a dedicated fiduciary advocate, prioritizing my clients’ best interests through holistic wealth and risk management. Beyond mere transactions, I identify overlooked liabilities and provide continuous oversight as my clients' lives and businesses evolve. By offering an unbiased perspective and professional expertise, I ensure every financial decision serves as a transparent and reliable foundation for a lasting legacy.
Education/Leadership
My leadership philosophy is rooted in the belief that education is the foundation of empowerment: I succeed when my team is equipped to succeed. I focus on removing 'friction' from the learning process, clearing administrative hurdles and providing the clinical and educational resources my colleagues need to excel. By prioritizing mentorship and continuous growth, I lead by listening first, leading by example second, and always maintaining an open-door policy that invites collaboration, shared accountability, and the pursuit of excellence.
Contact me!
I look forward to meeting you!
Please feel free to book an appointment with me to discuss your life insurance needs or if you would like a legal nurse consult for your case.
Veritas Legacy Group, LLC
Ph.(954) 668-9695
E-mail: katie.rodriguez@veritaslegacygrp.com
Booking Calendar: https://calendly.com/katie-rodriguez0510/30min
Hours
Available by Appointment