Resources
Useful answers, minus the jargon
Read every guide in full with no form or sales pitch in the way. Just clear education you can share with clients.
Homeowners insurance basics for first time buyers
A plain language walk through of what a homeowners policy generally covers, what it usually does not and which questions to bring to a licensed professional.
First time buyers
Read the guideWhat lenders expect before closing
The insurance items that most often hold up a clear to close, and how to line them up early so the calendar holds.
Loan officers and processors
Read the guideTen questions to ask before a home closes
A short list a buyer can work through in one sitting so nothing important is discovered after the keys change hands.
Buyers and their agents
Read the guideLife and family protection conversation starters
How to raise a heavy subject lightly, in the moments when a client has already started thinking about it.
Referral partners
Read the guideTalking about coverage without giving advice
The line between being helpful and being unlicensed, with language you can use when a client pushes for an answer.
Referral partners
Read the guideA new homeowner's first year
The maintenance, documentation and review habits that prevent most of the unpleasant surprises in year one.
New homeowners
Read the guideBusiness owners and the people who depend on them
What changes when a household income is also somebody else's paycheck, and which questions owners tend to postpone.
Self employed clients and business owners
Read the guideHow to make an introduction that actually lands
The difference between a name passed along and an introduction a client is glad they took, in four short steps.
Referral partners
Read the guideCoverage options, eligibility and pricing vary by individual situation. Insurance conversations should be based on each customer's needs, goals and eligibility. This is general information and not a specific recommendation.
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