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Registered Investment Adviser
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INSURANCE REVIEW
In today’s society, it is necessary to understand the intricate differences between insurance
policies which appear very similar, but have very important differences. With a comprehensive
personal insurance review, areas of insufficient coverage are identified as well as areas of
excess coverage. Oftentimes an insurance review will recommend the purchase of specific
types of insurance. You receive these insurance recommendations in written form and Team
Oliver will not sell you those insurance policies.
Insurance products are constantly changing which makes it important to review your insurance
coverage every few years or when big changes are about to take place such as marriage, birth
of children, death, or major purchases.
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Coverage areas to review include:
• Health
• Employee Benefits
• Disability
• Life
• Auto/Home
• Liability
• Long Term Caren
If you need an unbiased third party to review of your
policies, or you need a referral for a reputable insurance
agent, contact us for a complimentary consultation. Team
Oliver will have a licensed Risk Manager and Insurance
Counselor review your insurance policies and particular
situation and then provide written recommendations you
can implement with anyone.
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Financial Life Advisors (FLA), a Registered Investment Adviser, and Jim Oliver & Associates, P.C. (JOA) are under common ownership and control. Team Oliver is used to describe collaborative services of both firms. Professional tax services are provided by JOA and investment advisory services are provided by FLA, each under separate agreements.
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Sign up here to schedule a
COMPLIMENTARY
consultation with a member
of Team Oliver.
Please bring a copy of last
year's income tax return.
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