AssetProtect from Insurenex

Personalized guidance . One point of contact.  Convenience. 

Do you own a home or a second property?  Do you own a business or are you self-employed?  Are you building up your assets and increasing your net worth?  If this is you, chances are you have or will need more than one type of insurance policy. 

AssetProtect is our unique way of providing added value to our clients that want to save time, money, and benefit from personal guidance for all of their insurance needs.  AssetProtect goes beyond meeting basic insurance requirements and looks at ways to broaden your overall financial protection. 

As you move up in life, our AssetProtect account provides you with the tools and guidance to build and manage your very own insurance portfolio. 


An Insurenex Licensed Advisor and Support Staff can assist you in:

• Identifying and assessing your insurance needs
• Reviewing your current polices to identify gaps in coverage
• Make an informed decision about your coverage options, and most current rate plans from nationally trusted insurance companies
• Select convenient payment options, and if you prefer, a “checkless plan” where your monthly installments are scheduled on the date of the month you choose by electronic fund transfer (EFT)
• Apply all discounts that you may be eligible or qualify for such as good driver, multi-car, and/or multi-policy discounts, professional designations, etc.
• Provide notice to your bank, finance company, or mortgage lenders that you have met contractual insurance requirements
• Make ongoing changes to your policies as often as you need to
• Assist you in the event of an accident or loss to expedite a fair and prompt resolution of your claim
• Consult with your other advisors such as your tax, financial, or legal advisors
• Suggest consulting services from our network of independent licensed and experienced practitioners for additional planning in specialized areas beyond insurance
• More importantly, save you time and money while protecting your personal and confidential information

Your insurance portfolio may consist of any of the following insurance instruments:

Additional Services* Beyond Insurance:

Estate Planning (Living Trust Creation)
Business Formation
Financial Planning

*Services are provided by independent licensed practitioners

Next Step

Call us at 818.781.8112 to schedule a conference call or appointment in person.