Changes to employer-sponsored benefit packages, combined with more people choosing self-employment, have created a trend toward more individuals now managing their insurance coverage on their own.
Coverage and Benefits
Whether it’s disability or life, you have many insurance options available to you. As experts in individual plans, we give you the information you need to make sound decisions. Learn about insurance options available for individuals from Greer + Oakbridge.
Leveraging Corporate Dollars for Personal Protection
Many of our most successful clients have small, highly profitable companies and need expert advice on how to most efficiently protect themselves personally for the good of those companies. Much to the surprise of many, this important protection can often be acquired with corporate funding. This coverage provides a valuable benefit not only for the companies but also for the owners and their families. Ask The professionals at Greer + Oakbridge how they can help you leverage corporate assets to mitigate high-dollar insurance costs.
Life Insurance Preparation Service (LIPS)
The LIPS program is a fee-based program that coaches individuals about how to best prepare for the life insurance medical examination process. We gather the medical records, arrange for the examination, and have the results sent to us. Then we we run these results though our proprietary system and review them with underwriters all before an insurance company gets the file. You are guaranteed to get the best insurance carrier for your unique situation.
Auto, Home, Personal Liability, Umbrella Coverage
Our specialists at Greer + Oakbridge can provide you with custom-tailored packages that fit you just right for all of your personal property and casualty coverages.
But making decisions about health, life and disability insurance can be complicated, risky, and time-consuming. At Greer + Oakbridge, insurance is our specialty, and we realize it probably isn’t yours. Talk to us about your needs and let us help you develop a solution to address them. Whether you need a simple policy or a comprehensive review of your portfolio, we will offer you the level of counsel appropriate for your situation.