Insurance Review Services
Marquis welcomes the opportunity to work with you to review your current insurance policies and potential insurance needs. We will carefully review your current insurance policies and advise you as to the adequacy of the protection you currently have in place, and will make recommendations for the purchase of additional insurance or termination of policies in force as appropriate.
While Marquis does not sell insurance, our Financial Advisors hold State Life, Health, and Variable Annuity licenses. Through the licensure process, we have gained critical knowledge that we use to assist the client in the purchase of the right policy, and for the right price. If the purchase of additional insurance is recommended, we will generally refer the client to their insurance agent, or to an agent we recommend, and then will help the client select the best policy to meet their needs.
Insurance Review Services include but are not limited to:
Click on each service below for detailed information
