I have two clients who are young professionals with significant future earning potential. However, their umbrella policy didn’t include uninsured/underinsured motorist coverage.If someone were to hit them and they couldn’t work, they would want to …
With no car and a simple apartment, Andrew, the adult child of significant family wealth, thought he didn’t need any insurance. But that’s not the case at all! While a renter’s policy will help with …
The last time our new client discussed the value of their homeowner’s policy with their previous agent was 12 years and three renovations ago. Our audit found that their property was now worth $1M in …
Our new client recently sold his business and his net-worth quadrupled overnight. This client had an umbrella policy, but it was only $2M because that was the highest limit his broker could underwrite. We encourage …
It is time to end the myth that better service and insurance coverage will increase a client’s premium costs. This week, Brunswick Companies saved the client $3,000 by placing him with a premium carrier. And …