HOME SWEET HOME
100/300/100
WHAT IS LAWSUIT PROTECTION
I HAVE IT THROUGH WORK
WHAT IS GEICO?
MED PAY
CARPOOLERS
GRANDPARENTS
HAVE HIGH DED HEALTH INSURANCE
STD PAYMENT RANGE
$300-$3000
LISTED AS COVERAGE T
WHAT IS DISABILITY
TOO EXPENSIVE
HOW FAR OFF ARE WE
WHAT CAN WE TAKE OFF THAT ISNT IMPORTANT
OR
LETS REVIEW EVERYTHING
WHAT IS A COMPANY WHOSE COMMERCIAL CAUSES MAYHEM?
WHAT IS ALLSTATE.
LIFE INSURANCE
OWN A HOME
HAVE KIDS
HAVE DEPENDENTS
MARRIED
MEDICAL COSTS
BILLS
FOOD
THINGS ON THE CALL IN SHEET
OCCUPATION
COVERAGES
FROG
I NEED TO THINK ABOUT
I UNDERSTAND-WHEN SHOULD I FOLLOW UP
WHAT DO WE NEED TO REVIEW WHEN WE FOLLOW UP
COMPANY WHOSE MASCOT IS AN EMU?
WHAT IS LIBERTY MUTUAL
UMBRELLA POLICY
HIGH NET WORTH
LARGE ASSETS
HAVE TEENAGE DRIVERS
HAVE KIDS
OWN HOME
CLAIMS FILED UNDER SHIP POLICY
INJURY
SURGERY
HOSPITAL ADMISSION
HOSPITAL STAY
AMBULANCE
QUESTIONS ON THE HOME QUOTE SHEET
MORTGAGE AMOUNT/PAYMENT/YEARS
HOME FEATURES
WHO IS ON THE DEED
HOME SPECS
E-MAIL IT TO ME
INSURANCE IS INDIVIDUALIZED ITS BEST IF I SEND IT WHEN YOU CAN PULL IT UP FOR US TO REVIEW TOGETHER
THIS COMPANYS MASCOT QUACKS.
WHAT IS AFLAC
NEWLY MARRIED COUPLE
PAP
LIFE INSURANCE
STD PAY PERIOD AND ELIMINATION PERIOD
1 YEAR/ 3 YEAR
30/60/90 DAYS
QUESTIONS ON THE ADDED/CHG CAR SHEET
REASON FOR CHANGE
CAR PMT AMOUNT/AMOUNT FINANCED
REVIEW COVERAGES
OCCUPATION
I WANT APPLES TO APPLES
AS A RISK ADVISOR IT IS MY RESPONSIBILITY TO MAKE ACCURATE RECOMENDATIONS AND TO EDUCATE YOU ABOUT GAPS.
OR I CAN PROVIDE APPLES TO APPLES ALONG WITH EXPLAINING MY RECOMENDATIONS AND WHY
COMPANY HEADQUARTERED IN BLOOMINGTON.
WHO IS STATE FARM
BUSINESS OWNER
LIFE
DISABILITY
UMBRELLA
WHO NEEDS A SHIP
HAVE KIDS
KIDS THAT PLAY SPORTS
SOON TO RETIRE
FAMILY PLANNING
HIGH DEDUCTIBLE HEALTH INSURANCE