Services
At Blosser Financial we know that the number one principle
in Estate and Business planning is
ASSET PRESERVATION!
We are dedicated to help you in every way possible to meet that principle.
in Estate and Business planning is
ASSET PRESERVATION!
We are dedicated to help you in every way possible to meet that principle.
Free Comprehensive Portfolio Reviews
For ALL clients, the first step is a free comprehensive fact finding consultation where we not only gather necessary information needed to make proper recommendations, we help you become clear about your goals and objectives for the future. Your existing portfolio will be reviewed giving special attention to types and amounts of coverage, premiums being paid, current ownership and beneficiary designations.
TO BE SURE: You are not under or over insured due to your company's increase or decrease in business.
TO BE SURE: You are not overpaying for insurance coverage.
TO BE SURE: The coverage is right for your business.
TO BE SURE: Your goals for the coming year are clear and defined for maximum growth.
TO BE SURE :Your prior insurance needs are still appropriate for your current and changing situation.
TO BE SURE: You are not overpaying or continuing to pay for insurance that may not be appropriate for your current and changing situation.
TO BE SURE: You have the proper coverage for maximum asset protection.
TO BE SURE: Your goals for the coming year are clear and defined for maximum asset protection.
Free Millionaire Maker Game Nights - Financial literacy is necessary for everyone that wants to leverage their current financial position. The Millionaire Maker Game teaches financial literacy to anyone age 11 and up. Maximize your financial knowledge to create maximum wealth!
Services for Current Business Owners
As your business changes annually you need to review your insurance portfolio annually:TO BE SURE: You are not under or over insured due to your company's increase or decrease in business.
TO BE SURE: You are not overpaying for insurance coverage.
TO BE SURE: The coverage is right for your business.
TO BE SURE: Your goals for the coming year are clear and defined for maximum growth.
Services for Retired Business Owners
It is especially true for retired and or soon to be retired business owners that their lives can change on a dime, therefore semi-annual reviews of their personal insurance portfolio is recommended.TO BE SURE :Your prior insurance needs are still appropriate for your current and changing situation.
TO BE SURE: You are not overpaying or continuing to pay for insurance that may not be appropriate for your current and changing situation.
TO BE SURE: You have the proper coverage for maximum asset protection.
TO BE SURE: Your goals for the coming year are clear and defined for maximum asset protection.
Educational Services
Workshops - Knowledge is power, our monthly webinar workshops explain nuances and verbiage of different types of insurance coverage so you know what you have or possible don't have that you need. Free Millionaire Maker Game Nights - Financial literacy is necessary for everyone that wants to leverage their current financial position. The Millionaire Maker Game teaches financial literacy to anyone age 11 and up. Maximize your financial knowledge to create maximum wealth!
It Wasn't Raining When Noah Built The Ark!
Fact: Most Americans spend more time planning their vacations than they spend getting their financial affairs in order. This is the most important step you must take to protect your assets. It is those assets that protect your lifestyle, your future, the future of your children and/or grandchildren. Take advantage of this month's special:
Register to receive a one-on-one conference call with Marilyn to learn "How To Build Your Financial Ark" and receive a copy of Loral Langemeier's book, The Millionaire Maker.
Fact: Most Americans spend more time planning their vacations than they spend getting their financial affairs in order. This is the most important step you must take to protect your assets. It is those assets that protect your lifestyle, your future, the future of your children and/or grandchildren. Take advantage of this month's special:
Register to receive a one-on-one conference call with Marilyn to learn "How To Build Your Financial Ark" and receive a copy of Loral Langemeier's book, The Millionaire Maker.