© 2015 by Coastal Living Consultants.

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WE ARE HERE TO HELP YOU DRIVE CHANGE

‹TOGETHER WE WILL SHAPE THE FUTURE.

 

 

‹TEL:

o 843.410.2561
c 843.513.6474
f 843.410.2558

‹MAIL:

BJ@CoastalLivingConsultants.com

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Insurance Planning

At Coastal Living Consultants, we are dedicated to helping clients make decisions about their insurance needs today in order to prepare for tomorrow. Our insurance team can help clients minimize their risks and maximize their benefits. Using a five-step process, our Mount Pleasant insurance company will design a custom plan for each client.

  

Our Process


•    Conduct a personal interview.
•    Prepare a comprehensive analysis of a client’s entire current insurance situation.
•    Review the details of a custom insurance plan with the client.
•    Execute the approved insurance recommendations.
•    Monitor a client’s policies, while providing pertinent information on necessary changes.