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Updated almost 5 years ago on . Most recent reply

User Stats

13
Posts
3
Votes
Dave Row
  • Rental Property Investor
  • Virginia
3
Votes |
13
Posts

How to re-assess *all* insurance policy needs

Dave Row
  • Rental Property Investor
  • Virginia
Posted

Like many folks, I've acquired various policies over the years, ranging from multiple life, LTD, home, auto, umbrella, and others.  Now that I need to cover my new real estate venture, what's the best way to get a comprehensive insurance review from a single agent that can cover all of this in a comprehensive plan? Would like to re-assess needs and coordinate, augment, and/or eliminate these various policies.

Curious who has done this type of exercise and how they selected an agent that could do it all.  Thoughts?  - Dave

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