Your home is most likely one of your biggest investments and protecting it with the right insurance is imperative. Homeowners insurance will help you cover expenses for property damage, both big or small, home repairs, stolen or damaged personal belongings, and any additional living expenses incurred if you have to leave your home temporarily.
Wealth Managers has access to 50+ different property insurance carriers. For new property owners, we will guide you through the process of selecting a plan that provides you the coverage you need at the lowest rates possible. Plus, we will handle the paperwork and logistics to apply for and buy the policy.
If you already have insurance, we will evaluate your situation to confirm if your existing insurance is appropriate or make recommendations on alternative coverage possibilities and help you make the switch.
Life insurance protects anyone who depends on you financially by replacing economic loss should you die unexpectedly. The key to life insurance is to have it but to have just enough. We will work with you to understand your goals and give you recommendations on the policy type and amount that matches the financial obligations you wish to cover should you pass. Using our network of 20+ life insurance carriers, we will help you find a plan with the lowest premiums as well as one that works in conjunction with your investment strategy.
We provide health insurance through Anthem (Blue Shield Blue Cross), Kaiser Permanente, as well as through the Covered California exchange. Health insurance plans can be complex and confusing; let our experienced professionals work within your monthly budget and recommend the best plan for you. We provide you the pros and cons of each and guiding you through the process of becoming insured.
Umbrella, health, motorcycle, RV, watercraft, commercial — we can help you with all other types of insurance. Some of them may be necessary, some of them not. Wealth Managers will figure out what you need to be better protected and get it for you at the best rates we can find.