You’ve worked hard to earn everything you have. We work hard to give you the peace of mind that your assets are protected through customized insurance coverage.
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Risk management and insurance products include:
A recent survey found that only 29% of financial advisors address the Property and Casualty Insurance needs of their clients, while that same survey found that 77% of successful individuals expect their financial advisors to understand and point out property and casualty risks they face, such as inadequate car, homeowner, or personal liability coverage.
Offering this represents adding value to your clients by making sure they get adequate advice from an insurance agent who specializes in sophisticated insurance and risk management products for successful families. If you need assistance assessing your clients’ insurance exposures, contact Trenda Green or Steve Schneider today.
Assistant Vice President & Personal Administrative Supervisor
Since 2013, Trenda has led the CB Insurance Personal Line unit. She focuses on insurance and risk management programs for successful families and individuals. With more than 21 years in the insurance agency — with 15 of those as an agency owner herself — Trenda brings an enormous amount of knowledge, skill, and understanding to the clients she serves throughout Colorado.