Thursday, July 29, 2010


The time is now to review your Life Insurance.

Coverage Review Request

Thank you for the opportunity to serve you!
Please take a minute to help us serve you better!


Name
Email
Phone
Time To Contact


I currently have the following type(s) of insurance:

Auto Home Renters Life RV Boat or Other


Auto
I know my liability limits and deductibles.
I am comfortable that my coverage is adequate.
I am getting all of the discounts I'm entitled to.
Overall, I am satisfied with my auto coverage.


Dwelling
I am sure that I have adequate replacement coverage.
I am confident that I have enough Contents Coverage.
My jewelry and other valuables are properly covered.
Over, I am satisfied with my property coverage.


Liability
I currently have an Umbrella Policy.
I am satisfied that I have enough liability coverage.
I would like more information on Umbrella Coverage.


Life
I have had a Life Insurance Review within the last year.
I am confident that we have enough Life Coverage.
I would Consider reviewing our Life Insurance.




Please Contact Me About the Following








Customer Service

22821 Lake Forest Drive, Ste 115
Lake Forest, CA  92630
949-830-7970

Fax: 949-830-9746

8:30 AM - 12:00 PM
1:00 PM - 5:00 PM
Monday - Friday





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