Today I’ll introduce you to one of the best insurance concierges in the business, Marissa Sweet of Sweet Insurance. It’s all too easy for most of us to coast along unquestioningly on “insurance autopilot.” By that, I mean we’ll do the initial chore of selecting what we deem as necessary coverage and then just keep paying it year after year, regardless of changes to rates and/or laws. It’s so important to have a pro review your coverage to make sure it’s working for you.

About six months ago, I felt flooded with my insurance costs (e.g., I had just bought a new house and my third boy turned 16). Marissa helped me update all of my policies, saving me thousands of dollars as a result.

Cited below for your convenience are timestamps that will direct you to various points in the video. Feel free to watch the full message, or use these timestamps to skip to topics that interest you most:

0:27 — How Marissa helped me completely restructure my policies and save thousands

1:22 — At every renewal period, Sweet Insurance will let you know if there are better coverage options available

2:03 — The dangers of paying insurance costs on autopilot mode

2:34 — Marissa explains the “hat trick” and other common insurance mistakes
 
3:52 — As an independent company, Sweet Insurance can shop all providers for you

4:45 — What you should know about companies that offer loyalty discounts

5:32 — Wrapping up today’s chat and inviting you to do an insurance review with Marissa

We love Marissa’s professionalism so much here at Green Financial Group that we’ve formed a strategic alliance with Sweet Insurance and are eagerly introducing all our clients to her. Even if you don’t choose to work with Marissa, I still highly encourage you to reach out to someone for an insurance review. More often than not, if you haven’t combed through your policies in a while, you’ll find that you’re overpaying by a pretty penny.

As always, give me a call or send an email my way if you have any questions about financial topics and services. I’m here to help, and I look forward to touching base with you soon.

The information contained in this blog does not purport to be a complete description of the securities, markets, or developments referred to in this material. The information has been obtained from sources considered to be reliable, but we do not guarantee that the foregoing material is accurate or complete. Any opinions are those of the author, and not necessarily those of Raymond James. Expressions of opinion are as of this date and are subject to change without notice. There is no guarantee that these statements, opinions or forecasts provided herein will prove to be correct.

Every investor's situation is unique and you should consider your investment goals, risk tolerance and time horizon before making any investment. Investing involves risk and you may incur a profit or loss regardless of strategy selected. The forgoing is not a recommendation to buy or sell any individual security or any combination of securities. Be sure to contact a qualified professional regarding your particular situation before making any investment or withdrawal decision.