Home Facebook Subscribe
Term Life Whole Life Variable Life

New year, new outlook, new you!  January is a time for list making and goal crushing.  We want to help you reach your goals this year and we are committed to making your insurance portfolio work for you.  We sat down and went over our top items from last year that were most important when reviewing our clients insurance policies.  This check list could save you money or could cover your assets in a way you may not have thought of.  It only takes a couple minutes to review, but could save you so much in the long run. So let’s get to it:

·       Consider your deductibles – are they at the best price point for you?  Could you go higher to save or lower for peace of mind?

·       Look at your home – did you add on or finally get that kitchen remodel?  We need to know as that may affect the value of your investment.

·       Do you have big plans for 2020?  A new boat, RV or classic car was well planned and thought out.  Give proper time to insuring that asset also with a custom insurance policy. 

·       Are you that much closer to being an empty nester?  When kids move out it’s time to move them onto their own insurance policy also.

·       Have you considered an Umbrella policy?  If you have multiple assets this policy is a must for your protection.  Legal costs and judgements can be included under an Umbrella.

·       Job change recently?  We offer Occupational Discounts you may not find elsewhere.  Ask us if you qualify for discounts based on your occupation.

·       Did you start a side hustle in 2019 or plan on one in 2020?  Home based businesses need to be evaluated as they are not just an extension of your homeowners policy.

·       Speaking of…are you an Uber or Lyft driver?  Gaps in coverage can and do exist, even if you are only moonlighting as a driver.  Grange and Auto Owners will now cover you! 

·       It may not save you money, but it will make your life much more convenient.  Have you downloaded your carriers app?  You can now track claims, pay bills online and view ID cards – all from your smarthphone!

This checklist covers many of the items our clients considered over this past year.  With Martin & Martin being your local, personal insurance shopper we make sure to listen to your individual situation to ensure that your coverage is tailored to your needs. 

Many of you may not have thought about or overlooked some of the things on the checklist – that’s ok!  That is why we are here for you, just pick up the phone and give us a call to ask.  January is the perfect month to refresh and renew and set you on the right path for whatever 2020 and the new decade has in store for you.  We look forward to hearing from you soon – 419-691-1428!

Posted 12:07 PM

Share |

No Comments

Post a Comment
Required (Not Displayed)

All comments are moderated and stripped of HTML.
Submission Validation
Change the CAPTCHA codeSpeak the CAPTCHA code
Enter the Validation Code from above.
NOTICE: This blog and website are made available by the publisher for educational and informational purposes only. It is not be used as a substitute for competent insurance, legal, or tax advice from a licensed professional in your state. By using this blog site you understand that there is no broker client relationship between you and the blog and website publisher.
Blog Archive
  • 2020
  • 2019
  • 2018
  • 2017
  • 2016
  • 2015
  • 2013

View Mobile Version
  • Carrier
  • Carrier
  • Carrier
  • Carrier
  • Carrier

Powered by Insurance Website Builder

Auto Home Business Life Renters Email Us Call Us Locations