Consulting On, But Never Selling, Insurance
These worksheets are from my book, The Credit Union Insurance-Assurance Workbook V3.1, available for sale from Amazon.
Workbook pages in .doc format – For use with Microsoft Word or other word processing software.
Workbook pages in .pdf format – For those who would rather complete the forms by hand.
Scott’s approach to our insurance review was very professional and timely. We discovered several areas in our policies that had significant gaps in coverage or no coverage at all. Scott’s knowledge of financial institution insurance coverage needs is the best I have ever encountered. His opinions and thoughts are unbiased, because he is not representing an insurance company or receiving any commissions. I believe his fee was more than recovered by our premium savings, though our goal was not the… Read morePresidentPremier BankRock Valley, IA
