Strategic Wealth Management

Tips for Finding an Agent

• Check for advanced agent licenses like CLU or ChFC
• If the agent is too busy to sit down with you, find a different agent
• Ask the agent if they are captive or independent
• Captive agents are limited to a single company's rates
• Ask for their license number and if they balk, find a new agent

Insurance Buying Tip

Wisconsin car insurance rates, are constantly changing and it's a good habit to price shop your policy at every renewal to ensure your rates remain a good deal. Call Strategic Wealth Management at (262) 549-5327 or talk to them in Waukesha for an insurance review.

Frequently Asked Questions

• How can I find an agent in Waukesha?
• Why do I need liability insurance?
• How can I file an insurance company complaint?
• Is Allstate cheaper than State Farm?
• What is the difference between comprehensive and collision coverage?