How to re-assess *all* insurance policy needs
Like many folks, I've acquired various policies over the years, ranging from multiple life, LTD, home, auto, umbrella, and others. Now that I need to cover my new real estate venture, what's the best way to get a comprehensive insurance review from a single agent that can cover all of this in a comprehensive plan? Would like to re-assess needs and coordinate, augment, and/or eliminate these various policies.
Curious who has done this type of exercise and how they selected an agent that could do it all. Thoughts? - Dave