It is official!
Insurance Help in Plain English
Separate policy reviews from people with over 15+ years of insurance experience and nothing to sell you.
Intro: Insurance is confusing, and it's easy to wonder whether you're paying for too much, too little, or the wrong thing. I can help.
I review your current insurance policies, tell you what they cover, and point out any gaps. Then we sit down together and talk through what I found and what you may need down the road. All of it is explained in plain English, with no jargon and no sales pitch.
What You Get:
A thorough review of each policy you want checked (home, auto, health, life, renters, and more)
A clear assessment of whether your coverage is enough, too much, or missing something.
A one-on-one session lasting 1 hour and 15 minutes to go over my findings and answer your questions. (When you need more time there is an additional charge of $30 for 15 minutes).
Guidance on what to look for in your coverage as your life changes.
How It Works:
Send us your declaration pages or summary of benefits: Choose which insurance types you'd like to review, and I will make it clear what documents to request from your insurance companies for a full correct consultation.
I will do the review: I go through each policy line by line. The review is personalized by us for each client.
We meet.: In a 1 hour and 15-minute session, I walk you through my findings and what you may need in the future.
Pricing
$50 per policy type reviewed.
Example: Home review: $50 Auto review: $50 Health review: $50
Home + auto + health: $150 (Example).
**Added time is available for any session at $30 for 15 minutes.
The 1 hour and 15-minute session is included as part of the review / consultation process.
Why Collaborate With Us?
Independent: I'm not a corporate employee, and I don't sell insurance. I earn nothing from recommending one company over another, so my advice is only about what's best for you.
Experienced. I have over 15 years in the insurance industry.Plain English. If I can't explain it simply, I haven't done my job.
A Quick Note: Because I don't sell insurance, I won't place you with a carrier or broker a policy. I'll tell you what to look for so you can shop with confidence.
Call to Action: Ready to find out where you stand? Book your review: hello@insurancetricks.tips
This service is educational and advisory. While we are licensed in multiple states, our knowledge is quite strong nationwide, yet we may need to do some private research about your state specifics for more information. The decisions being made after this educational session are of the client’s discretion and is a personal decision that might have future consequences. We are not responsible for any future issues with insurance or take on any liability.
Thank you!
Reach out at any time:
hello@insurancetricks.tips
