Clients who own personal and investment real estate need proper insurance.
You can personalize this email by copying our template into your email application, and then choosing which stories you’d like to pass along to particular clients. This lets you jump-start the conversation on topics about which they may want your guidance.
As you’re generally a prudent saver, planner and investor, I’m confident you’ve thought about insuring your home. But not all policies offer equal protection from problems like unexpected property damage. Having the right property insurance will make sure you don’t suffer financially if there’s a disaster.
Here are some articles that explain how to best insure your property. We can discuss how to use them in our next meeting.
Please let me know when you’re available for an appointment. I look forward to discussing your protection against property risk.
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