The combined experience of nearly fifty years in the insurance industry
providing you with the best solutions for your insurance needs.

Insurance in 3 Easy Steps

Bypass the hassle of typical insurance run-around and back-and-forth. We make it easy as 1, 2, 3!

1. Just One Call

Provide us with the information we need to provide you with the best quote.

2. Get a Quote

Get a quote fast and without any hassle.

3. Submit Your Application

Sign the application to apply for the insurance.

Building Your Insurance Portfolio

What are the things you need to consider when building your insurance portfolio? Insurance is supposed to protect your valuable assets. Below is a partial list of items that you should consider. With that in mind, make a list for yourself.

  • What is your age?
  • Are you married?
  • Do you have children and do you need to support them or are they self-sufficient?
  • Do you own a home?
  • How many cars do you own?
  • What is the total value of your assets?
  • Do you currently carry life insurance? How much?
  • Do you have valuable articles that you need to insure such as fine arts and jewelry?
  • Do you have a boat, motorcycle or RV?
  • Do you know whether your current insurance portfolio will protect your assets in the event of a catastrophic loss?
  • When is the last time you prepared an inventory of your personal possessions?
  • Is your home located in a flood prone area regardless of whether it is actually in a “flood zone”?
  • Are you currently utilizing insurance to fund your retirement and with the best tax advantages?

These are just a few basic questions that can help you prepare an insurance portfolio that will cover most eventualities. Take your time when thinking of your answers to these questions. Prepare additional questions to discuss to determine your insurance needs. We look forward to helping you.