Insurance can be confusing and complex, but it doesn’t have to be. In fact, a dedicated HollisWealth Insurance Agency Ltd. Insurance Consultant can make it easy.
The first thing you should know is that your Insurance Consultant is invested in you. That means a taking personal approach to creating a comprehensive plan of protection that offers peace of mind for you and your family.
Rather than making one-size-fits-all recommendations, your Insurance Consultant will work closely with you to assess your needs, help you make informed choices and implement comprehensive insurance plans that take care of you and those you love. You should also know that your Insurance Consultant is never bound to any particular company’s products; their top priority is finding the plan that is right for you at the best value.
From finding and helping you decide on the best plan to ongoing service should the need arise, your peace of mind is always the top priority of your Insurance Consultant.
The personalized insurance process
Our personalized process involves a one-on-one exploration with your Insurance Consultant, who will work with you so that you both have the best understanding of your current needs and long term goals.
To start, your Insurance Consultant will take a complete inventory of all the insurance you currently own and perform a thorough analysis of every plan. Your Insurance Consultant will provide a complete overview, make certain that your current coverage is structured correctly, and confirm that you fully understand the benefits and options available to you. Only then will they shop the insurance marketplace to find the policies that best meet your needs and goals.
Once you’ve identified the best plan, your Insurance Consultant will help you through every step of the process, from the completion of applications to medical and financial underwriting, policy delivery and implementation, and will meet with you and your advisor every year to ensure your coverage continues to align with your needs. An in-force service team member will ensure that any changes you need down the road are taken care of. And, when a claim arises, they’re committed to settling it quickly and without worry for you or your family.
Personalized service, comprehensive protection and peace of mind for you and your family – that’s what we like to call insurance done right.