Analyze your existing insurance coverage: We review your existing insurance policies to ensure you have adequate coverage to address your exposure.
Make recommendations: Once there is an understanding of your insurance situation, we may make some recommendations to help fill the gap. Those recommendations could include purchasing insurance policies, policy riders, etc.
Provide you with a written write-up: We provide a written write-up for you to review with your insurance agent. It will include information about your net worth and provide our recommendations. This is important because once they better understand your financial situation, they may have recommendations of their own.