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Charles Meyer Insurance Agency Blog

All You Ever Wanted to Know About Insurance

How an independent insurance agent benefits your overall financial planning


Did you know that October is National Financial Planning month? Whether your answer is yes or no, October is a good time to take a look at your overall financial goals and where you stand heading into the end of the calendar year.

It's also a good time to remind you of another benefit of having your insurance needs handled by the Charles Meyer Insurance Agency. As an independent insurance agency, part of our complementary service is to work with our customer's attorney and/or financial planner to assure that your insurance coverage is up to date and in line with your financial goals.

Quite often, we have worked in sync with our customer's attorney or financial planner to add an umbrella policy or adjust an existing policy to reflect a change in coverage. This, of course, is always done with your consent before any changes are made.

As your financial goals change and evolve, we're always ready to help assure that your insurance coverage stays right in line with those goals. You'll never get that kind of personalized attention from any online insurer. And with the flexibility we can offer with our wide range of coverage options from multiple insurance providers versus a single line, you can be sure we'll always get the policy that's right for you.

Just in case you don't currently have a financial plan in place, here's some advice on how to get one in the works –

https://attorney-newyork.com/2019/10/04/financial-planning-month-are-you-on-track-to-reach-your-goals