Broker Check

Our Process

We provide you with a complimentary Protection Review to help evaluate your insurance needs. The comprehensive review helps you coordinate and integrate different protection areas in your life. The nine areas of review include:

  1. Auto Insurance
  2. Home Insurance
  3. Liability Insurance (Umbrella)
  4. Disability Insurance
  5. Medical / Long Term Care (LTC) Insurance
  6. Social Security
  7. Wills, Trusts & Related Documents
  8. Ownership Arrangements
  9. Life Insurance

Often, our professional evaluation can help you uncover exposures and problems with existing coverages. We never pressure clients to change any aspect of their insurance needs, but rather educate you and strive to build a mutually beneficial relationship that grows over time. When a plan is established, we can underwrite and place insurance for you.