As a member, you’re eligible for a free insurance review and checkup. We can help you identify and evaluate the various types of protection needed for life’s unexpected events. Give yourself peace of mind that both your family and business are taken care of.
In general, it’s a good idea to review your coverage every 12 months or whenever there’s a major life change (i.e., new car, wedding, home purchase, birth, etc.). Are you paying too much for your insurance policies? Do you have the right coverage? Or, maybe you simply want to make sure you’re getting the best value. Some insurance types to consider while getting your free checkup:
To get started, contact our Wealth Management team at (800) 851-8549 or make an appointment to meet with us in person.