Wealth Management Consultants

Tips for Finding an Agent

• Ask coworkers for recommendations
• If the agent is too busy to sit down with you, find a different agent
• Independent agents generally work with more companies than captive agents
• Captive agents only work for one company
• Ask for their license number and if they balk, find a new agent

Insurance Buying Tip

Consider packaging your home and auto coverage together to get a multi-policy discount. Most companies in Walnut Creek give a discount up to 25% when you combine your policies with the same company. Call Wealth Management Consultants at (925) 935-7774 or go to their location in Walnut Creek to get an insurance review.

Frequently Asked Questions

• How can I find an agent in Walnut Creek?
• Does car insurance cost less if I get married?
• What are minimum liability requirements in California?
• What should my deductibles be?
• What is the difference between comprehensive and collision coverage?