Archive for the ‘Affluent Insurance’ Category
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 […]
Happy Holidays Marin
December 23, 2015Happy Holidays Marin Sonoma & San Francisco: Marindependent Insurance Services LLC would like to take this moment to wish everyone Happy Holidays in Marin, Sonoma, and San Francisco. Please enjoy some special time with friends and family. Kindly be safe. Please note our office will mostly be closed for the Holidays. However, we […]
Insurance Coverage for the Affluent
November 19, 2015What types of coverages can the affluent get with their Homeowners, Automobile, and Umbrella Insurance? Well to do / Affluent clients often have different needs and there are a handful of Insurance Carriers that cater to them. Typical Preferred Insurance carriers can and often to do serve the well to do nicely however, there are […]
Car Insurance for the Wealthy on Nerdwallet
July 13, 2015Marindependent Insurance Services LLC and Scott W Johnson posted a piece in Nerd Wallet titled Must-Have Car Insurance for Wealthy Individuals, dated May 26th. The article focuses on the additional considerations that the wealthy should take into account when purchasing auto insurance. Car Insurance for the Wealthy: Purchasing Car Insurance for the wealthy is a […]
