Is Your Insurance Policy Still Protecting What Matters Most?
Because life changes — and your coverage should keep up. Let’s make sure you're protected, prepared, and positioned for the future.
Why Schedule a Policy Review
Your life changes — and your insurance should keep up. Events like:
Marriage or divorce
Having or adopting a child
Buying or selling a home
Changing jobs or income
Paying off major debt
...can all affect what kind of coverage you truly need.
This review helps you stay proactive — not reactive — when it comes to protecting what matters most.
Benefits of a Policy Review Call
Personalized Assessment
Our licensed agent, Tayon Mitchell, will walk you through a full review of your current coverage based on your lifestyle, family needs, and future plans.
Coverage Optimization
We’ll help identify:
Gaps in protection
Outdated coverage
Overlaps or missed discounts
...so you’re covered without overpaying.
Potential Cost Savings
We often uncover opportunities to reduce premiums or unlock better policy bundles — all while maintaining strong protection.
Peace of Mind
This isn’t just about paperwork — it’s about knowing your assets, income, and family are protected with the right insurance in place.
What to Expect From the Call
A quick, 15–20 minute conversation by phone
Tayon will call you at the scheduled time
We’ll focus on your upcoming auto or homeowners policy renewal
You'll have the option to also discuss:
Financial planning strategies
Debt elimination and cash flow tactics
Retirement planning
Q&A about any life or insurance concerns
Ready to Schedule?
Use the calendars below to book your Policy Review Call at a time that works for you.
Want to Talk About the Bigger Picture?
If you're interested in financial strategy beyond insurance — including retirement, debt payoff, or legacy planning — you can also schedule a full financial planning session here:
Office: 2630 Monroeville Blvd., P.O. Box 124, Monroeville PA 15146
Email: [email protected]
Call: (412) 533-2373
