Commercial Insurance Renewal
*Required if you pay Karstens Financial or First Insurance Funding Directly, all wholesale based policies*
If you pay the insurance carrier directly this is not required but recommended!
Thank you for your ongoing business and support! Depending on your policy we have a new proprietary system that looks at your current insurance rates, it locks in if we need to shop them considering what you were paying the prior year vs your renewal. This form is to make sure we are current with what we help you with and allows us to make sure we renew your insurance correctly.
Another big part of our business is retirement planning, investments and wealth management. If you have an account that you may need help with, or at least would like an advisor to talk to please reach out. Reach out and start today.