insurance review Archives - Wise Insurance Group

Hurricane Season Insurance Review

Sheri and I visited family in Alabama over the Memorial Day weekend. We all watched the weather reports on sub-tropical storm Alberto as it turned north in the Gulf and headed toward the Florida panhandle and Alabama. It serves as an excellent reminder that hurricane season officially begins on Friday, June 1 and runs through the end of November. With that in mind, let’s review home insurance and remember a hurricane or named storm can impact central and north Texas residents as easily as it does our coastal neighbors. Specifically, I’ll address two key areas of your home insurance policy to review along with two other related policies.

End of Year Insurance Review

2017 is winding down and 2018 will be here before you know it. Various web sites and blogs will soon be posting articles and tips on end of year financial planning and moves to make before the new year arrives. Some will address tax moves you can make now, while others address rebalancing your portfolio, opening an IRA, and steps to improve your financial position for 2018.

Hurricane Season Insurance Review

Welcome to hurricane season which runs from June 1 to November 30th. It’s a great time for Texas homeowners to take a few minutes to review their home insurance keeping in mind a hurricane or named storm can impact north Texas residents as easily as it does our coastal neighbors. Let’s address two key areas of your home insurance policy to review along with two other related policies.

Insurance Review for Hurricane Season

Tropical Storm Colin serves as a great reminder for Texas homeowners to take a few minutes to perform an insurance review that’s focused on hurricanes and the type of claims that occur. To help with that, let’s delineate who and what needs to be reviewed by tiers and the type of coverage.

End of Year Insurance Review

There have been a number of several articles and blog posts since the first of December on end of year financial planning and moves to make. Some are written to address end of year tax moves you can take now, while others address items to rebalance your portfolio better, open an IRA, and improve your financial position now and in 2016.

Car Insurance and Car Use Types

I recently had a conversation with one of our Dallas client’s regarding her car insurance renewal. She’s in sales and I wanted to confirm if we had her driving type classified correctly. I asked if she commuted to an office and whether or not she met with clients and prospective clients in their office. It turns out she does, and she’s involved in outside meetings almost as much as she’s in the office.

Why Should You Have an Insurance Review?

When was the last time you thought about your insurance? Any kind? Most people don’t think about insurance, whether car, home, or business, except at different times including the purchase of a new car or adding a teen driver, buying a home, when a baby arrives, or when starting or growing a business. Some people may think about their insurance when it renews, and everyone thinks about it if when they have a claim.

End of Year Insurance Review

This sparked my thinking about what advice I’d give on the insurance side of personal finances to help you confirm you’re adequately covered and hopefully pay less than you did this year! So get out your policies, flip to the declaration pages, and let’s see what we can do in 30 minutes or less!

Tag: insurance review

Hurricane Season Insurance Review

End of Year Insurance Review

Hurricane Season Insurance Review

Insurance Review for Hurricane Season

End of Year Insurance Review

Car Insurance and Car Use Types

Why Should You Have an Insurance Review?

End of Year Insurance Review

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