INSURANCE PROTECTION PRODUCTS

AUTO & MOTORCYCLE INSURANCE

UMBRELLA INSURANCE

LONG-TERM CARE INSURANCE

HOMEOWNERS & RENTERS

INSURANCE

DISABILITY INSURANCE

MEDICARE SUPPLEMENT PLANS

FLOOD

INSURANCE

LIFE

INSURANCE

ANNUITIES

Our Needs Analysis and Insurance Protection service includes an assessment and solution to a gap in your overall financial wellness.

One of our specialized team members will review and analyze your area of concern, provide education on the subject area, and propose solutions.

NEEDS ANALYSIS PROCESS

PROPERTY & CASUALTY

FINANCIAL SERVICES

Tell us your needs and goals

Client provides brief overview of needs and goals

Information gathering

Quoting

Comparison of existing coverage

Schedule initial consultation which includes education on specified topic areas, questions session, and product rates

Specialist provides recommendation

Advisor sends summary and recommendation email to the client(s)

Agreement and issuance of policy

Agreement and completion of next steps

ONGOING SUPERIOR CLIENT SERVICE FROM YOUR DEDICATED SPECIALISTS
(claim assistance, payment, policy changes, questions)

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HAVE YOU DONE A RISK CHECK-UP LATELY?

If you were in an accident, could you afford your deductible?

Did you know your homeowners policy does not cover flood damage?

Are the valuable items in your home covered on your homeowners policy? 

(ie: Wedding rings, Collectables, etc.)

Are your assets protected if you injured someone in an accident?

How much money would your employer pay if you became disabled?

How much money would your family need if something were to happen to you?

What have you done to prepare for the future cost of care?

Turning 65? Do you know what Medicare covers?

How much guaranteed income do you have in retirement?

CONTACT ONE OF OUR TEAM MEMBERS TO COMPLETE YOUR ASSESSMENT TODAY