Attention friends & clients! We have decided to revamp our referral program for 2016. In the past we would send a $25 gift card to Target or Starbucks when a client referred a friend to our agency for a quote and held a monthly drawing for a $100 gift card to one lucky winner. In…
We hope all of our friends & clients a very Happy Thanksgiving! We want to remind our clients that we are closed today & tomorrow in observance of the Thanksgiving Holiday. We will reopen first thing Monday morning at 9 am. If you are donating to our coat drive, please conceal it on the front…
It is that time of year already! Our agency is a drop off location for Tri-Valley Rotary’s annual coat drive. Your donation of a new or gently used coat for children ages 2-16 will benefit those in need! Coats will be distributed to children in our community in the month of December. Drop off deadline…
Smart parents can ensure a safe Halloween by accompanying small children around the neighborhood. If children are old enough to explore the neighborhood on their own, advise them to visit homes where they know they’ll be welcome. If the house is dark and uninviting, tell the kids to stay away. Parents should also leave the…
Our agency has been getting calls from clients requesting quotes for flood insurance on their properties in anticipation of California’s EL Nino. It is important to note that floods are not covered on a homeowner’s or commercial property policy and will always require separate insurance. Flood insurance is generally optional and more affordable than you…
Did you know that September is Life Insurance Awareness Month? With that in mind, we’re gonna lay some cold hard facts on you about life insurance. 7 in 10 American households with children under 18 would be in jeopardy if the primary bread-winner died. 30% of U.S. households (35 million) have no life insurance protection at all….
We can help! Our agency is appointed with all major health insurance carriers and can help tailor a plan to meet your needs and budget. Contact us today and we can begin the process to putting together a plan and sorting through all of your many options. Want to review your current plan and look…
THANK YOU to all of our friends, clients, and neighbors who donated to our backpack and school supply drive. We donated directly to Marilyn Ave school in Livermore, the Livermore Police Department, Tri-Valley Haven, Shepherd’s Gate, and Valley View Elementary in Pleasanton. It was a huge success!
Every fall, college students head back to campus and the things that travel with them get more sophisticated. It’s important to understand the limits of your property coverage that will follow your student to college, whether its across the state of across the country. Personal Property Students find very creative ways to fill their living…
Please help us collect backpacks and school supplies for local children in need! Your generous donation will be greatly appreciated! All backpacks and school supplies will be distributed to children in need throughout the Tri-Valley area. We are looking to collect new and gently used backpacks, pencils, notebook paper, calculators, glue sticks, rulers, erasers, 3-ring…
