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.
Your involvement has been of great value as we work through complex insurance issues. The detailed support you provided helped us strike a better balance between coverage and premiums during our last renewal. I appreciate your responsiveness and the fact that you’re only a phone call away for insurance information and assistance.Androscoggin Savings Bank
BPC Corporation is a multi-bank holding company with the Bank of Putnam County being family owned for 109 years. Scott’s professional expertise has been a valuable addition to our organization. His knowledge and ability to explain the coverage in a “common sense” approach has enhanced our understanding of the insurance we currently have and identified additional areas of coverage available. Scott has always been very responsive, objective, and unbiased in his answer of various questions.…CFOBPC CorporationCookeville, TN
