RE: policies
Inbox
| Zoller, Jeb <jeb.zoller@dav-fd.com> | Thu, Aug 18, 2016, 11:08 AM |  | |
| to me, Michelle |
Michelle,
I look forward to working with you.
For the quotes – we need to add a 1 Mil Umbrella as well, so need all underlying limits to support that.
Also-
– Want to make sure replacement coverage
– Deductible – 1k on auto / 2000-2500 on home
– Price with and without earthquake
– Notice currently they had some “state mins” for un/underinsured.
Jeb
| Jeb S. Zoller , CFP® jeb.zoller@dav-fd.com Certified Financial Planner™ and Partner 803-741-0134 (Office) DaVinci Financial Designs LLC 803-530-9112 (Mobile) 3200 Devine Street, Suite 200 803-741-0273 (Fax) Columbia, SC 29205 |
From: Matt Warren [mailto:matthewtwarren3@gmail.com]
Sent: Thursday, August 18, 2016 10:54 AM
To: Michelle Warren <anewsong27@gmail.com>; Zoller, Jeb <jeb.zoller@dav-fd.com>
Subject: Fwd: policies
Hi Michelle, Please find attached all of the information on our insurance. Please include Jeb in your response. He will be handling all aspects of brokering this out for the best value.
Thanks. See you this weekend!
———- Forwarded message ———-
From: matthew warren <matthewtwarren@gmail.com>
Date: Thu, Aug 18, 2016 at 10:40 AM
Subject: Fwd: policies
To: matthewtwarren3@gmail.com, karen.ginn.pop2@statefarm.com
Oh Karen,
I believe this is the email address you intended.
———- Forwarded message ———-
From: Karen Ginn <karen.ginn.pop2@statefarm.com>
Date: Thu, Aug 18, 2016 at 10:17 AM
Subject: policies
To: “matthewtwarren@gmail.com” <matthewtwarren@gmail.com>
Matthew,
Here are the screenshots of your policies. Please know that I will be happy to review these with you at any time. We value your business!
Say hello to Meagan…
Karen Ginn
Denise Thomas, Agent
State Farm Insurance Companies
Providing Insurance and Financial Services
5370 Sunset Blvd
Lexington, SC 29072
Bus (803)359-0770
Fax (803) 359-0113
denise@denisethomas.org
