Coverage Checkup

Protect What Matters Most

Having the right insurance coverage is an important step in building and keeping wealth. And most importantly, it protects you and your family from unexpected events down the road.

With the Coverage Checkup, you get a personalized action plan that tells you what you need, what you don’t, and where you’re good to go. With everything listed out in priority order, you can check items off as you get covered.

Here are the 11 Types of Coverages We Assess

1. Health Insurance
2. Home/Renter’s Insurance
3. Disability Insurance
4. Long-Term Care Insurance
5. Umbrella Insurance
6. Will
7. Credit Fraud
8. Auto Insurance
9. Life Insurance
10. Identity Theft Protection
11. Medicare

“Insurance is not a Baby Step. It’s part of your budget.” – Dave Ramsey

Here’s How it Works:

1. Answer some questions.
2. Get your customized action plan sent straight to your inbox.
3. Check things off as you go.