Has it been a while since you had us review your insurance policies? Major life events like getting married, having kids, or buying a home also mean a change in your insurance needs. These big changes can often lead to overlaps and gaps in your coverage. So, make sure to schedule a review once a year so that we can make sure your coverage is still appropriate! During your policy review we’ll make sure that you have the right combination of policies and coverage. We’ll also make sure that you have all the discounts that you deserve! The more complex your life gets, the more important it is to make sure you have the correct coverage. Schedule your insurance policy review today!
Discounts: Multi-Policy & More!
Many insureds think that shopping each policy separately will save them money. However, that method may not give you the best premium estimate. Many carriers offer a multi-policy discount for those that bundle their policies! For example, we offer a discount if you combine your auto, home, renters, life, specialty, umbrella, or earthquake policies. Be sure to always ask for a bundled quote, your savings might surprise you! Additionally, keeping all your insurance needs with one carrier can help reduce the risk of coverage gaps and overlaps.
Did you know that we also offer financial products like college savings plans, mutual funds, and life insurance? A good financial strategy can help set your family up for the future you want. We can help you define your goals and identify your priorities so your financial plan works for you. Whether you’re looking to start saving for a college education or plan for retirement, we have ways to help you prepare!