Recently I was a panelist for the Women Leaders Forum’s seminar on financial issues. They asked each of us to contribute a page to a book of “financial wisdom” as a takeaway gift for attendees. If you’ve been reading my previous posts, you know my general advice is to think value not price, get a good agent and sweat the big stuff. Continue reading “When it Comes to Insurance, Think Value Not Price”
Dog Bite Liability: Risks and Tips
In case you missed it, below is my Valley Voice article that recently ran in The Desert Sun regarding dog bites and owner legal liability. Continue reading “Dog Bite Liability: Risks and Tips”
Bad Ways to Get a Low Price on Insurance
Should you buy insurance from someone you trust or someone who gets you the lowest price? Continue reading “Bad Ways to Get a Low Price on Insurance”
Why Getting to Know Our Clients is so Important
Earlier this month multimillionaire celebrity Bruce Jenner was involved in a Malibu car accident that resulted in a number of injuries and one fatality. Then last week it was reported that he only has $250,000 in automobile liability coverage. Continue reading “Why Getting to Know Our Clients is so Important”
How to Think About Insurance
I believe success is both your situation and how you think about it. How should you think about insurance? Continue reading “How to Think About Insurance”
The Five Dimensions of an Insurance Claim
When you buy insurance you hope for the best (no losses) and plan for the worst (loss and claim).
As I mentioned in my January, 2014 post, contracts and carriers are different when it comes to handling the five dimensions of a claim: Continue reading “The Five Dimensions of an Insurance Claim”
Should I Switch to Cheaper Insurance?
Here’s a question that I get quite often: I keep seeing ads that say I can save on insurance by switching…should I be shopping for cheaper insurance? Continue reading “Should I Switch to Cheaper Insurance?”
The 3rd Most Important Thing About Insurance: Sweat the Big Stuff
This month I’d like to finish up my message on the three most important things about insurance: find a good agent, contracts are different and, today, sweat the big stuff. Continue reading “The 3rd Most Important Thing About Insurance: Sweat the Big Stuff”
The 2nd Most Important Things About Insurance: Contracts Are All Different
As I mentioned last month, there are three important things to note about your insurance. The first, as we’ve discussed, is a good agent — preferably an independent one. The second important consideration, and one I’ld like to address here is your insurance contract – because contracts are all different. Continue reading “The 2nd Most Important Things About Insurance: Contracts Are All Different”
The Most Important Thing About Insurance: A Good Agent
Hi everybody and thanks for reading my first post. I’ll be posting more from here on out with little tidbits I’ve picked up from my years in the insurance business, along with current tips you can use. This month I’d like to kick things off with something more general: one of the three most important things about your insurance – what makes a good agent? Continue reading “The Most Important Thing About Insurance: A Good Agent”