A comprehensive approach to protecting your home, vehicles, and personal liability.

Most personal insurance is sold policy by policy. That approach leaves gaps, mismatched limits, and unnecessary exposure.

The Asset Protection Package is designed for individuals and families who own property, operate businesses, or have income and assets that need to be protected as a whole — not pieced together across multiple carriers and agents.

This is not a quick quote. It’s a structured approach to managing personal risk.

What’s Included

Comprehensive Household Review

  • A full review of your home, auto, umbrella, and related personal exposures to identify gaps, overlaps, and misaligned limits.

Coordinated Coverage Structure

  • Intentional alignment of policies, deductibles, and liability limits to ensure coverage works together — not in silos.

Umbrella & Liability Planning

  • Evaluation and structuring of personal liability and umbrella coverage based on assets, income, and risk exposure.

Annual Coverage Review

  • Ongoing review to account for new assets, vehicles, properties, or life changes and keep coverage current.

Priority Service Support

  • Streamlined service requests with faster turnaround and clear communication.