I invite you to join me for a Free Conference Call this Thursday Feb. 25 at 6:00 PM. We will be discussing the reasons to have “Renters Insurance”. Renters Insurance covers losses to your personal property (Contents) in the place you live if you rent. Be on time at 6:00 PM- Call 1-218-339-4300 enter the code 247505#
Conference Call
Feb 23
Reasons to Review!
Feb 10
Reasons to review your insurance policies on a regular basis.
There are a number of different areas you may want to consider when reviewing your insurance needs and preparing for your future security. It’s important you prioritize your needs to implement a plan of action to help meet you and your family’s financial needs and goals. Please check areas where you think I may be able to help.
1. Liability and Property Protection – discuss household liability and physical asset protection.
2. Needs in the Event of Death- Examine the financial impact of death, including immediate cash needs.
3. College Funding – Examine the cost of college and alternative methods of funding.
4. Retirement – Examine how your current retirement accounts compare to your objectives.
5. Disability Income – Examine the financial impact of a disability on your income.
6. Long-Term Care – Examine the impact long-term care costs can have on your financial situation.
THE ANNOUNCEMENT
Feb 4
IT IS HERE!!! The day, the hour, and the minute that we have all been waiting for.
The announcement is. . . We have a new web page.
It is www.tedwhitaker.com.
Check out our professionally done “Introductory video” on the “Welcome” page.
This is the site where you can get the latest news and events of our agency. We have some other pages as well. Get a Quote, Staff; meet our staff as they are the best.
Come back often or see us on Facebook and Twitter.
Let us know how we can best serve your insurance needs!
Hey Everybody!! . . . TODAY is the day. The BIG announcement is to be made at 12:00 Noon MST. Stay tuned. You will be amazed and impressed with the efforts of many.
Thought for the Day!
Feb 3
THE BUSINESS SERENITY PRAYER-
“Grant me the serenity to recognize the people I cannot change, the courage to change the one I can, and the wisdom to know that that person is me.”
We do Customer Protection Reviews of our client’s policies on an annual basis. Most of our clients come into the office to make sure that the policy is correct and that they are getting all the discounts. On occasion some of the clients elect not to come in. This is a problem.
Just last week we had a client that declined our invitation to come in for the CPR for the past few years. She was reviewing her policy and found that a trailer was not on the policy. She called in a panic! We noticed that she had declined to come in stating “That everything was correct.”
However it was not! We were able to help her to get the trailer covered. These are NOT SALES interviews, just a way to make sure you are coverage properly.
Helping out the Community
Dec 21
Every year Allstate gives back to the Community. This year I was fortunate to be involed with this program and Orem City. We were able to help the Orem City CERT. This is an organization of volunteers that spring into action to help afer a disaster. I am proud to be a part of the “Agency Hands in the Community” program. Check this link to the Daily Herald article…Daily Herald Article Dec 16, 2009
Service supreme!
Oct 30
A former client of mine from Saratoga Springs (Lehi) Utah just contacted me about Insurance. He said he was coming back to me and my agency”Ted Whitaker Insurance Agency” in Orem, Utah. He said that no one provided the service to him like we did. We love to hear comments like that! Thanks Cade.
Oct Client Of The Month
Sep 22
Welcome me in congratulating ” Tyler Whitaker” as Oct client of the month. Check out his web page at….
New Social Media Sites
Jul 16
Hey everyone! I just got through setting up my social media sites. Please come and check them out. You can now find me on: Plaxo, Linked In, Twitter, Facebook, Blogger and OddBodd! Wow can we get any more connected!