We have set up an Agency Hot Line. This hot line is has information about the Ted Whitaker Insurance Agency. General Office Information, Staff Positions Available, Life insurance, Service we offer, and product information. It will be updated often and will be an excellent way for everyone to connect with the Agency. We invite all to call in to 641-715-3800, the access code is 41112 #.
Posts Tagged agency
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.