Planning for the Future

Planning for the Future

Meet Mark Brown,

Mark is a successful business owner with revenue of over $5 million every year. He has worked his whole life to build a legacy for his family, and provide a nice lifestyle for them. Through a thorough needs analysis of his business, we were able to determine that he was not properly insured on multiple properties that he owns. From a lack of needed building coverage, to lower liability limits than he should have been carrying, he was astounded that his current agent did not review these coverage options available to him. With our detailed approach to each individual and their specific needs, we were able to discuss all of Mark’s options for better protection. He is very thankful that he has dodged a potential lawsuit, and that he is paying for a policy that will sufficiently cover his business.