Personal Insurance Review - How long has it been?

Submitted by ashley@wearingt... on Wed, 08/25/2010 - 10:20

Personal Insurance Review - How long has it been?

A Personal Insurance Review is an opportunity for you and your agent to work together to make sure your insurance program is up-to-date based on your individual needs and the changes happening in your life. Your agent assists by performing a comprehensive review of your current circumstances that includes:

  • Updating your current contact information and preferences
  • Identifying changes in your insurance needs due to changes in lifestyle or life stage
  • Gathering information about your major purchases, or anything else that is important to you
  • Recognizing gaps or overlap in coverage to ensure you have the right amount of coverage
  • Discovering current or upcoming changes to your property (new additions, decks, remodels, etc.)
  • Determining if additional protection is needed to help round out your insurance program
  • Informing you of ways to help save money through eligible discounts and available deductibles
  • Education surrounding ways to better shield your property, belongings and family's financial well being

That is why we recommend an annual or bi-annual Personal Insurance Review with you. Call us today at 480-830-2595 and ask for Lori or Maryanne who can do a personal insurance review for you.

Life is full of twists and turns, ups and downs. Some are joyous occasions and others are unsettling challenges, but collectively these life events and more make us who we are. As each event comes with different insurance and financial implications, here at Colgrove Financial, LLC Insurance brokerage we want to help determine your needs. Whether you need to purchase home insurance for that new home purchase, consider life insurance or change auto coverage's, we'll be there to assist you...every step of the way.

 Here at Colgrove Financial we would like to take this opportunity to "Thank you" for your continued business and trust in our agency.  We look forward to servicing your accounts for many years to come.

"Oh, by the way, we are never too busy for your referrals!