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Updated almost 8 years ago on . Most recent reply

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89
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JR M.
  • Investor
  • South Carolina
35
Votes |
89
Posts

Who right person to ask for Insurance advice?

JR M.
  • Investor
  • South Carolina
Posted

General Question:  When I need tax help, I go to my CPA. When I need to understand an area, I talk to my agent and property manager. When I need financing help, I go to an experienced mortgage broker... Who do I ask for advice / options for creative insurance strategies? Insurance broker? I have met some nice insurance folks, but none have shown any interest in partnering with me to make the right decision. 

Particular Question: We own properties in Texas and South Carolina and are looking to consolidate coverage for all of our units. I know there are ways to stack policies, share risk across the portfolio, and drive costs down, but I am not versed in the subtleties of how to do so. 

Thanks for the help!

Most Popular Reply

User Stats

840
Posts
816
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Joe Funari
  • Real Estate Agent
  • Keller, TX
816
Votes |
840
Posts
Joe Funari
  • Real Estate Agent
  • Keller, TX
Replied

@JR M. It has taken me a few years to find the right insurance agent to work with here in Texas. He understands REI portfolios. Send me a PM and I will connect you with my insurance guru. He has helped many other investors I have referred in the past. Words are free.

  • Joe Funari

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