Property and Casualty Insurance Review

As important as accumulating and growing assets is, protecting those assets is equally important.

During our property and casualty insurance review we:

1. Evaluate your Net Worth to see what assets and risks may need protection
2. Determine if you need and Umbrella or Excess Liability policy
3. Do you have any gaps in coverage?  Does your automobile policy limit only go to $100k and your umbrella picks up at $500k.
4. Self – insure with high deductibles – if you have enough cash to handle a $1k-$2k minor damage incident, by self insuring with a higher deductible you will save money

While relatively straightforward,  a property and casualty review often uncovered unintended exposure or risk.