284 US Route 206
Hello Westminster Wealth Management Family and Friends!
We hope everyone had a great holiday season and start to the new year!
We are excited to announce that we now offer Property and Casualty Insurance (P&C) to further assist our clients with their Home, Umbrella and Automobile insurance needs! We have always done holistic reviews with our clients, including inquiring about Umbrella policies to protect retirement assets, but were not able to assist clients with obtaining these insurance policies. We now have that capability!
We have partnered with a national firm, Independent Property and Casualty Group (IPCG). IPCG will shop your existing personal or commercial insurance policy with the top carriers in the marketplace to either confirm that you are in a good position or make recommendations to save you money. In addition, they will make sure you are properly insured by aligning your liability protection with your assets. I personally utilized this service and realized a savings of $980 a year for my family for the same coverage. There is NO FEE for this service.
Please consider taking a few minutes to make sure you are spending your insurance dollars wisely and have the proper protections in place. Click the link below to fill out some basic information on IPCG’s website; someone will contact you regarding next steps. We have also attached the one page data input sheet that will accomplish the same thing if that makes it easier. The process is simple and free.
Kevin and the WWM Team