Insurance consulting

Best insurance consulting professionals

Browse top-rated insurance consulting professionals on TidyCal. Compare ratings, read reviews, and book your session in just a few clicks.

All Legal consulting (328) Tax preparation (115) Financial planning (295) Bookkeeping (87) Insurance consulting (85) Estate planning (12)

Top insurance consulting professionals

D

Dan Jones

Life Insurance

Life Insurance - as important as it is, can be confusing. Why are there so many choices and price variations? We'll discuss what your needs are and the best available options to give you the peace of mind you want with a price you can afford. Some use the acronym L I F E to understand the why's of buying life insurance.L - is for Loans - Do I owe any money I don't want to leave my family paying for.I is for Income - Who is dependent on my income for their lifestyle?F is for Final Expense - What...

Starting at

Free

T

Travis Lewis

Onboarding

Quick discussion on how we can serve you and your family most effeciently:Make sure all docs are signed (MyAmFam App access)Auto billingPreferred communicationWhat to expect from us as an agencyClaims & Office procedures.

Starting at

Free

E

Ensure Benefits

EMPLOYERS: Are YOU Overpaying Uncle Sam?

Designed for: Business Decision Makers who Employ W2 Workers.In this up to 45-minute discovery session led by Ensure Benefits, we'll explore whether your organization is currently overlooking a few well-established tax codes that are commonly overlooked by eligible employers.If your business qualifies for our services, we'll explain in detail the process and mechanics of it as well as easy steps of the implementation that will remedy your current oversight.You can expect an assessment of your cu...

Starting at

Free

M

Michelle Salinas

Healthcare Made Easy

Quality Control for Your Health Insurance!Navigating the world of healthcare insurance doesn’t have to be a headache. Join our streamlined 30-minute session designed to bring you clarity and confidence in your healthcare decisions!Here's what we'll dive into:No-Cost, No-Pressure Guidance: Get the lowdown on your options without the sales pitch stress.Understand Your Plan: Gain insight into your current health coverage and learn what it means for you and your family.Boost Your Coverage Smarts: Di...

Starting at

Free

A

Assurconseils - L'assurance d'être bien couvert

Conseil personnalisé – 30 min (CHF 60.–)

Objectif : Répondre à une ou plusieurs questions ciblées liées à vos contrats ou à un produit d’assurance.Vous avez des questions précises concernant un contrat, une couverture, un produit, ou vos droits ? Nous vous apportons des réponses claires et objectives selon votre situation, les textes légaux (LCA) et les conditions générales d’assurance.👉 Exemple d’utilisations :Comprendre une clause dans votre contratAnalyser une offre ou une proposition d’assuranceRépondre à un refus de prise en char...

Starting at

CHF 60.00

G

Gillian Wilson

Medicare Consultation

Need to review your Medicare Options? We are here for you.

Starting at

Free

J

Julie Onwonga

Medicare 101

Are you wondering what's changing with your Medicare plan this year? Let's review your coverage together. Whether you have questions about your current plan, want to explore other Medicare options, or would like to learn about additional benefits such as fitness memberships, over the counter allowances, and other plan specific pers, I 'm here to help you understand your options.Book your Medicare consultation today so we can review your needs and help you make informed decisions about your healt...

Starting at

Free

G

Gabriela Huerta González

Entrega de Póliza & Bienvenida Oficial 🚀🌠

¡Felicidades por dar este paso tan importante hacia tu tranquilidad financiera! En esta sesión daremos la bienvenida oficial a tu nueva etapa como cliente, revisaremos a detalle la estructura de tu póliza, sus coberturas clave y resolveremos cualquier duda para que tengas total claridad sobre la protección y respaldo de tu patrimonio.

Starting at

Free

D

Dan Jones

Extended Cancer, Cardio and Hospital Confinement Protection

A policy that pays you cash should you have a qualifying diagnosis or admission to a hospital can be a very affordable way of providing you needed cash to pay deductibles and Max Out of Pocket (MOoP) expenses as well as expenses not covered by medical insurance, like experimental treatments, travel expenses, time off of work etc.We have options available for any age, some with no health questions to qualify.Schedule a meeting to discuss these options and get a free, no obligation quote

Starting at

Free

B

Broker Seguros

Seguro de educación para los hijos 🧑🏻‍🎓

👨‍👩‍👧‍👧 Garantice el futuro y la educación superior de sus hijos con el seguro de educación aún si usted llega a faltar En esta video llamada le mostraremos una propuesta y resolveremos todas sus dudas para que pueda contratar bien informadoIMPORTANTE:📆 Elija el día y la hora que mas le conviene para recibir la video llamada📮 Responda las preguntas así nos preparamos para atenderle mejor📞 ¡Espere nuestra llamada!Nos hablamos pronto 🙌🏻

Starting at

Free

G

Gabriela Díaz

Mejoravit R-R

Asesoría personalizada del producto Mejoravit Renueva/ReparaGabriela DíazEspecialista en Programa Infonnavit Renueva/ReparaTeléfono: 55 5550 9813 Ext.124WhatsApp: + 52 55 1567 4975

Starting at

Free

G

Gabriela Díaz

Pensiones ISSSTE

Asesoría personalizada del producto Pensiones ISSSTEGabriela DíazEspecialista en Pensiones ISSSTETeléfono: 55 5550 9813 Ext.124WhatsApp: + 52 55 1567 4975

Starting at

Free

A

Aura Trejo Almazan

Préstamos IMSS

Reunión de 30 minutos Préstamos IMSS.Aura Trejo AlmazánEspecialista Préstamos IMSSTeléfono: 55 5550 9813 Ext.124WhatsApp: + 52 55 1567 4975

Starting at

Free

D

Dan Jones

Turning 65

I'm turning 65 soon, now what? Medicare can be overwhelming and confusing. No doubt, you've received a lot of mail from different companies. Schedule this meeting to learn what you need to know about Medicare. We'll have in-depth conversation about Medicare choices, including understanding how Medicare works, what it covers and what it does not cover. What choices are there to cover what Medicare does not cover and what your needs are for prescription drug coverage, doctor accessibility, tra...

Starting at

Free

B

Broker Seguros

Seguro médico 🏥

👩🏻‍⚕️ Proteja su salud o la de su familia haciendo que la aseguradora pague por sus gastos médicos🌎 Planes con cobertura local o mundial con acceso a los mejores hospitales de todo el mundoEn esta video llamada le mostraremos una propuesta y resolveremos todas sus dudas para que pueda contratar bien informadoIMPORTANTE:📆 Elija el día y la hora que mas le conviene para recibir la video llamada📮 Responda las preguntas así nos preparamos para atenderle mejor📞 ¡Espere nuestra llamada!Nos habl...

Starting at

Free

D

Dan Jones

Employee Benefits Enrollment Session

Use this booking to schedule time for an Employee Benefit Session.We can meet at my office, your employment or by video conference. We'll cover your options, answer questions and complete your enrollment for the Employee Benefits you're being offered through your employer.

Starting at

Free

D

Dan Jones

Dental | Vision | Hearing

Need a stand-alone Dental, Vision or Hearing plan?We have options available for any age with no health questions to qualify.If you provide the names of your preferred Dentists, Eye Doctors or Audiologist, I can find a plan that works with your preferred providers at a cost you can afford.

Starting at

Free

J

Jorge Méndez

Seguros

Esta reunión es para explorar y platicar a detalle opciones de seguros que puedan ajustarse a tus necesidades. 😎💰📊📋

Starting at

Free

K

Kristina Heckel

Connect & Review

This is a basic call to introduce myself, learn a little about you and your goals, and review your current coverage and needs.

Starting at

Free

J

Jan Wetekam

E-Commerce Call

Hallo liebe Verkäuferin, lieber Verkäufer,es freut mich sehr, dass du den Weg zu mir gefunden hast, um dein Geschäft in die besten Hände zu legen. Ob du bereits ein etablierter Händler bist und in Amerika expandieren möchtest oder gerade erst startest, du bist bei mir herzlich willkommen.Ich werde den für dich maßgeschneiderten Versicherungsschutz finden. Ich freue mich darauf, dich kennenzulernen.Um unseren Call bestmöglich vorzubereiten, wäre es hilfreich, wenn du mir ein paar Fragen beantwort...

Starting at

Free

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Some insurance consulting providers offer free sessions, while others charge a fee. Prices are listed on each provider's card above.

Ratings are based on verified reviews from real clients who have booked sessions through TidyCal. The average rating for insurance consulting providers is 4.8 out of 5.

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