INSURANCE PROTECTION PRODUCTS
AUTO & MOTORCYCLE INSURANCE
LONG-TERM CARE INSURANCE
HOMEOWNERS & RENTERS
MEDICARE SUPPLEMENT PLANS
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
Tell us your needs and goals
Client provides brief overview of needs and goals
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)
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