Resources
Free Resource Guides
Enjoy a few free guides to get your insurance and financial planning started.
Please click the links below to view:
- Insurance Planning for Retirement
- Overpay to be Underinsured
- Three Strategies of Wealth
- 10 Steps to a Richer Retirement
- 10 Reasons Annuities Make Sense for a Portion of a Retirement Plan
- Financial Priorities Four Dimensional Planning
- Breadcrumbs – Your Life is Your Legacy
- Risk Assessment
- Why successful clients need more than standard homeowner’s insurance
Checklists:
- Chubb – Auto checklist layout
- Chubb – Depart worry free guide
- Chubb – Home checklist layout
- Chubb – Personal Liability Checklist
- Valuable Articles Checklist
How to’s:
- How to protect your car
- How to protect your jewelry
- How to protect your wine
- How to protect your fine arts
- Guide to insuring your jewelry
- Guide to insuring your wine and spirits
- Guide to protecting your boat or yacht
- Chubb – Family Protection Coverage
- Great Wealth Migration Research and Strategy Guide
- Guide to insuring your fine and decorative art
Case Studies:
- Case Study – Moving from cities to suburbs
- Case Study – Undergoing renovations can be risky
- Case Study – What could happen if you leave your primary home unoccupied for a long period of time
Cyber Security:
- Your guide to overcoming cyberthreats
- How to tell if you’ve been hacked
- Chubb – Cyber Infographic
- Case Study – With more people working from home, cybercrime is increasing
Website & Claim Information
AIG
AIG Claims:
888-760-9195
CHUBB
www.chubb.com
Claims:
800-252-4670
Encompass
encompassinsurance.com
Encompass Claims:
800-588-7400
Nationwide Private Client
www.nationwideprivateclient.com
Nationwide Claims:
855-473-6410
Progressive
www.progressive.com
Progressive Claims:
800-274-4499
Safeco
Safeco Claims:
800-332-3226
The Hartford
www.thehartford.com
Hartford Claims:
800-553-1710
Travelers
www.travelers.com
Travelers Claims:
800-252-4633
Traveleres Customer Care Center: 877-872-8737
Travelers Commercial Service Center: 888-661-3938
