Archive for the ‘Affluent Insurance’ Category
How Did my Home Get So Under insured?
September 14, 2016How did my home get so under insured? Why underinsurance matters. Where under insurance begins. Under Insured Homes: Near and Dear to my heart is home rebuild coverage amounts. I am constantly amazed at how often I see home insurance policies written with peanut coverage amounts. Amounts that should make a licensed insurance agent […]
Don’t Get the Cheapest Insurance, Get the Best Insurance
August 3, 2016It has been said numerous times, that in the absence of value, price is everything. In today’s world of multiple insurance quotes, I find that many clients that seek my assistance have been led astray. Insurance is more than just a premium. The coverage forms for home insurance are entering a mind boggling […]
Documenting your Personal Possessions for Homeowners Insurance
July 13, 2016Recently I posted a short article on Wallethub about how to document your personal possessions. For home insurance it is imperative that you do so. Insure undocumented possessions at your own peril. Please read this entire post Documenting your Personal Possessions for Homeowners Insurance for important details. Lets be frank here, Insurance Companies realize […]
How to Check Consumer Complaints on Insurers
July 6, 2016How to Check Consumer Complaints about Insurers. Ranking for Insurance Companies. Thoughts on Consumer Complaints and Insurers. From Time to Time, I find it interesting to check in on the performance of the various insurance companies that do business in California. Being a free agent, I am open to broker insurance with numerous companies. As […]
Obvious Ways to Keep your Insurance Clean from a Good Insurance Broker
June 20, 2016Semi Obvious Ways to Keep your Insurance Clean from a Good Insurance Broker. There is lots of noise out there about insurance. Much of it is dedicated to purchasing Auto or Home Insurance. Not enough seems dedicated to protecting you – the consumer. How best to protect myself and my family? How can I customize […]
The Swiss Army Knife of the Financial World
May 31, 2016It has been said that Whole Life Insurance is the Swiss Army Knife of the Financial World. Where else can you have one financial product that solves so many financial issues and provides insurance? Builds Cash Value, Pays for your Child’s College, Saves for Your Retirement, and Insures your Life. Wow – All in one! […]
Six Secrets of Keeping Clean Insurance
April 12, 2016The world of insurance has never been as exciting as the world of investment. Almost every insurance agent knows this. People call their investment house with excitement with angst, but rarely check in with their ‘risk manager’. Funny, really that it works out this way. In general your investments will incrementally make you richer. […]
Back to Basics
March 31, 2016Getting Back to Basics with insurance: Yearly you should do the following to clean up your insurance from a personal level. Insurance needs change all the time. No one likes to worry about their risk and coverages. Below is simple list of things that consumers can do to help mitigate some of their own personal […]
Auto Insurance for the Affluent
February 16, 2016Why should a Wealthy Client consider Affluent Auto Insurance? What are some of the differences? How do you decide if you are wealthy enough to consider Affluent Auto Insurance? Affluent Auto Insurance: Saving money on insurance is one of my main responsibilities for my clients. However, at a certain point, it may make sense for individuals […]
How to insure valuable items
January 19, 2016How do I insure high value items on my insurance? Homeowners Floater Endorsements for High Value Items. What is a high value item exactly? Who should insure them valuable items? What are the decisions you need to make? Your typical homeowners insurance policy (all that I know of) cap how much personal property coverage you […]
NASDAQ
January 15, 2016With permission I reprint an article that I wrote and posted for Nerdwallet that was picked up a few other media sources such as Nasdaq. Auto Insurance for the Rich Often Covers and Costs More It may be surprising, but your level of wealth can impact your car insurance coverage needs, and a standard policy may […]
2016 Insurance
January 8, 2016Can you believe it is already 2016? How to clean up your insurance in the new year. Last year I put a short piece online through patch, about 2015. This year, I opted to have it my own site. 2016 Insurance: A quick list of Insurance things to check for the new year. Confirm […]
