I had a conversation with a prospect who has some life insurance in force and wants to move her policies over to my agency. This has to be done properly and sometimes the best advice is to leave it as is. I walk you thorough my questions and thought process when presented with an opportunity […]
When you take any sort of loan out for a home or a car, it’s up to you the client, to make sure it’s insured properly. It’s buried deep in the paperwork that you sign. Also buried in the contract, is the right for the bank to insure it properly if you don’t. They will […]
There is an important coverage in your homeowners or rental policy called personal property. This essentially covers all your “stuff”. Everything you would take with you if you moved. There are some details about this coverage that are important to understand. I cover those details in this simple 5 minutes podcast. Links My Website Music […]