Splitting Assets Includes Insurance
After reviewing a client’s portfolio, we realized the ex-husband was still on all of the policies even though they no longer lived in the same home and assets had been divided. They hadn’t thought to …
Audit Results
The Correct Value of “Other Structures”
Homeowner’s policies cover the “Dwelling” (the main home structure) and then separately provide coverage for “Other Structures” (those not attached to the main home) which can include: detached garages, guest homes, sheds, fences, pools/pool houses, …
Trustee & Endorsement Insurance
I just experienced something that needs to be shared. Our new client has been a trustee for years. In his role, he is responsible for a challenged, but independent adult. Our insurance audit uncovered that …