I have over 40 years of business, business management, business ownership and insurance experience. I have a Florida 2-20 property and casualty insurance license, a Florida 2-15 life, health and annuities license and a Series 6 securities license. I have been involved in the insurance business for over ten years; owning two Allstate agencies and advising new agents opening their own insurance agencies during this time. Prior to that, I served in sales and management roles for companies that include Procter and Gamble, Xerox, Lucent Technologies and Sprint.
B.A. in Business Management from the University of South Florida
Qualifying Questions: What are three questions we can ask clients to help pave the way for a referral? List them here.
1. Do you think you spend too much money on your business insurance?
2. Have you had anyone review your insurance portfolio recently?
3. Did you know you spend more money on insurance than any one category in your personal finances? It merits a review by a professional!
Describe How You Would Like To Be Introduced Via Email
I would like to introduce you to Jim Everett. He specializes in insurance and risk management for businesses and individuals. Jim looks at your insurance as a portfolio to make sure it is protecting what is most important to you. He can identify any coverage gaps, shortages or overages in your insurance portfolio. You most likely spend more money on insurance (auto, home, life, health, etc.) than on any other category in your personal finances. Make sure that money is working for you!