Free Insurance Checkup - Tech CU
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  • Free Insurance Check-Up

    Coverage for your life.

    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:

    Protect Your Family & Assets

    • Life Insurance – ensure that your loved ones have a secure financial future.
    • Home – homeowner’s, renters, flood and umbrella insurance.
    • Auto – auto, RV, motorcycle, antique/classic and watercraft insurance.
    • AD&D Insurance – complimentary Accidental Death and Dismemberment insurance coverage of $3,000.
    • Pet Insurance – coverage for this important family member.
    • Wedding & Event Insurance – protect important occasions with this insurance.
    • Travelers & Visitors Insurance – coverage for family members while visiting the U.S or traveling abroad.

    Protect Your Business

    • Life Insurance – cover yourself and business with Key Man insurance, business succession planning and buy/sell agreements.
    • Commercial Auto – coverage for your company’s automobiles, trucks and service vehicles.
    • General Liability – protect your business against claims of injury, property damage and more.
    • Workers’ Compensation – Workers’ Comp insurance to protect your employees and business.

    Get Your Free Checkup Today!

    To get started, contact our Wealth Management team at (800) 851-8549 or make an appointment to meet with us in person.

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We look forward to chatting with you.

(800) 553-0880

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We’re here to serve your needs in person at our San Jose Headquarters. Visit us at 2010 N. First Street, San Jose, CA 95131.
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