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 improving his umbrella coverage from $1M to $5M. But the price was not his only concern: his last review of coverage was 5 years ago, his agent recently retired, and the acquiring agency moved his account to a call center.
This is a great example of why annual planning should include a conversation on insurance coverage. It is how a client protects the wealth you are helping them build. All we need to get started is the current policy and drivers’ licenses. You can count on us to be your experts.