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. If you complete this form, at the end we have a free gift!
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.
Anther big part of our business now is loans, we can help with all types of business loans and investment property, even vacation property loans.