Attention Dave Ramsey Advocates

You Can Get Rid of Debt and Save a Nest Egg for Emergencies & Retirement... But without Adequate Insurance, One Accident or Lawsuit Could Destroy Your Financial Future

Watch the video and call us at (559) 802-4094 to connect with one of our advisors... Or click link below to securely send us your auto and home insurance information

Your Personal Insurance Protection is a Critical Part of Your Overall Financial Plan... Take the Time to Get it Right!

Your Personal Insurance Protection plan is the “moat” that surrounds your “castle”. Unfortunately, most people we see for the first time have not paid enough attention to this part of their financial plan. One unfortunate accident, loss, or law suit could destroy everything they’ve spent a lifetime building.

 

Quite often we find these folks can obtain the protection they need and gain peace of mind with little, and in some cases, no extra cost to them. It is just a matter of proper planning and carefully allocating insurance dollars in the most efficient manner.

 

In our process for working with prospective clients to solve this problem, we will:
  • Conduct a “Personal Risk Discovery” interview which will identify the risks and protection needs you have as an individual, family or business.
  • Design a Personal Insurance Protection Plan that will cover these risks and protection needs at the lowest possible cost.  This will consider auto, home, liability, and other insurance protection needs.
  • Present the plan to the prospective client so it is fully understood.
  • Upon agreement, we will then implement the plan on behalf of our new client.  We will even contact your previous insurance carrier on your behalf.
  • Offer to conduct Protection Reviews on at least an annual basis to keep the plan adequate and up to date.

The results our clients achieve with this kind of process include:

  • Ironclad protection and the piece of mind that comes with it.
  • A much better understanding of the coverage’s they have…  what is, and is not, covered.
  • The consolidation of their insurance coverage’s brings a new simplicity to their financial life.
  • Better utilization of their insurance dollar.  They often have much better protection for about same, and sometimes less, premium outlay.
“Before talking with Scott I was grossly under-insured and paying too much for my homeowners insurance. I had no umbrella coverage and if I were to get in an auto accident and really hurt someone I could have lost everything. My home, auto, and umbrella are all taken care of. For the first time since I took the FPU class I feel that my family is protected. Thank you much.”
Dave Ramsey Referral

To Find Out How You Can Get Better Protection for Your Personal Insurance Needs… And Possibly Even Save Money… Call (559) 802-4094 Now, Or Click: