Please complete the below form **Make sure you click the SUBMIT button when finished** Step 1 of 2 50% 1. Name* First Last 2. Email* 3. Do you Plan on Moving in the next year?* Yes No 4. Have you had a Wind Mitigation Inspection in the past year?A wind mitigation inspection helps people with older homes built 2000 and earlier save money on their insurance if their roof was put on 2003 or later. Yes No Wind Mitigation Upload InspectionUpload your Wind Mitigation Inspection if its handy. If not you can always email it to us later. Drop files here or Select files Max. file size: 98 MB, Max. files: 3. 5. A standard home insurance policy does not cover you if an animal bites someone.*The typical Cost to add this coverage is $50 a year Yes please provide me with a quote No I do not want coverage Dog Type and Breed Please tell us what type of dog you have. Be very specific on type and Breed and also whether your dog has ever bit anyone in the past.6. Have you experienced any major life events in the past year? Got married Had a child 7. By owning a home, you can receive significant discounts on your auto insurance with one of our 10 Nationally Recognized Carriers*Bundle & Save 🙂 We already have almost everything we need to quote your auto insurance. With a just a few simple additional pieces of information we can provide you with a complimentary no obligation quote. Yes, I would like a quote No I do not want a complimentary review of my auto insurance You already insure my autos Combine and Save on your Toys 🙂 (classic cars, RV's, golf carts, Boats*Everyone knows packaging insurance is the best way to save. If you have a toy let us know so we can try and help you save $$$.NoneRVBoatMotorcycleGolf CartClassic Car Last Page: Annual Home Insurance Review Please Remember to click submit on the bottom left of page8. Home Insurance does not cover you for damage caused by floods*The general cost to add flood insurance to a homeowners policy is only $250-425 per year, would you like more information on flood insurance. Yes I would like a flood insurance quote No, I reject this coverage 9. Would you like more information on a personal articles floater to protect wedding rings, watches, and other jewelry? (A standard homeowners insurance policy only covers up to $1000 for the theft of jewelry. Additional coverage is up to $150-300 depending on the value of the jewelry.)* Yes, I would like a quote No I do not want to protect my jewelry and other valuable items 10. Family Protection Insurance*The number one reason for foreclosures on homes is due to the untimely death of a primary breadwinner. Family Protection Insurance is designed to payoff your mortgage and other debts in the event of an unexpected death. Typical cost is about the same as a large pizza & 2 liter of soda 🙂 $20-$25 a month. Yes, I think my life insurance program needs a review No, I do not want any information Complimentary Financial Review with a Certified Financial PlannerWe have partnered with a leading CFP to provide our clients with more benefits. If you would like a second opinion on your current financial plan let us know. Yes I'm interested in a complimentary review of my financial plan/Retirement I don't have a financial plan but would like help creating one I'm happy with my current financial plan/retirement plan
