Recently, a client booked a call with me, and she talked about how she opened her home insurance notice of renewal this January and had one question in mind “Why is home insurance going up?”. She was shocked because she saw that her premium had jumped by nearly 20% compared to what she was seeing…
The Day Joel Realized He Needed Insurance Joel, 35, came to me looking stressed. The night before, he’d been driving home in the rain when another car slid into his bumper. When he asked the other driver about his insurance, his response was “I don’t have my insurance card” and later when the police came…
When Angela sat across from me at the office, she looked exhausted. Her daughter had just started college, her mortgage had a decade to go, and she was beginning to think about retirement—but didn’t know where to start. “I just want something that protects my family,” she said, “but also helps me grow my money…
A Story from the Field A few years ago, I met a contractor named Mike. He was great at what he did—framing, drywall, roofing—you name it. But when I asked him about his insurance coverage, he shrugged and said, “I think I have something through my buddy’s agency.” That “something” turned out to be a…