As the year begins it is a good time to get your house in order as well as your financial “house”.
Among the things you should review when you do your tax preparation, is your insurance coverage. Has your situation changed recently? Did you make any major purchases that need to be insured? Do you have adequate coverage for your valuables, home and vehicle/s? Below are 3 simple steps you can take to ensure you are receiving the best rates and coverage. Thanks to insurance expert Tina Southerland at G&N Insurance of Southboro, MA for compiling this list.
Reviewing your finances? Meeting with your accountant for tax purposes?
How about reviewing your current personal insurance plan?
Many people are under the impression that they have enough insurance coverage at a great price. However, this rarely turns out to be the case. I take pride in making sure my clients are properly protected, while saving on their annual premiums. Statistics show that 75% of MA residents have not comparison shopped their insurance policy in years! Fact is, we now have a competitive market and it is definitely worth tackling this small homework assignment. As an independent agent specializing in auto and home insurance, I have the ability to compare rates with dozens of companies in MA. Follow these 3 easy steps to obtain a review from me!
- Gather your current up to date coverage selections pages for your home, auto and umbrella policies (if you cannot locate one at home, most companies offer access to policy documents online)
- Send me a copy of those pages via email Tina@InsureWithGN.com or fax 508-342-8381
- Set up a time to chat over the phone, or meet in person so I can make sure you get all the discounts for which you qualify. Email or call me at 508-873-7793
It’s as simple as 1, 2, 3! I will be sure to email you the proposed new package, outline the savings and any improved coverage limits. If you decide you want to move forward, I will handle the cancellation with your current agency. I look forward to assisting you today!