The CARLSON & CARLSON, INCORPORATED Advantage
For high net worth individuals and business owners who require the security of knowing their families and their assets are fully protected – now and well into the future – Carlson & Carlson has the finely tuned expertise, wealth of product knowledge and personalized service to set your mind at ease.
We represent an excellent array of the best companies and products in the insurance industry and have built our family-owned business on the delivery of exemplary service and comprehensive coverage in all areas.
Passionate About Insurance Protection Since 1920
Insurance has been our primary focus going back three generations. Our company is dedicated to helping you attain security, confidence and freedom from worry. When it comes to protecting your cherished possessions, investments and livelihood, our professionally trained staff offers sound advice enabling you to make informed decisions regarding the proper coverage to meet both your personal and business needs.
The Importance of a Knowledge-Based Partnership
Although we do not expect clients to share our enthusiasm for insurance in all of its forms, our commitment to educate you is at the heart of the way we do business.
As decision making partners, we will offer our guidance and advice as we work as a team to evaluate your specific situation. This process is always at a pace that suits you best. Along the way, we encourage your input and all of your questions as they are essential in determining which policies will best serve you and your long-term goals.
When a policy is placed on your behalf, you can be assured that we will explain every detail of the contract. It is our goal for you to fully understand the product you are purchasing.
Is It Time To Re-Evaluate Your Insurance Needs?
Many of our clients already have insurance coverage when they first come to us; however, they are often surprised to find that these policies do not adequately cover their assets or that they are spending more than necessary for a product or service.
All insurance policies need to be re-evaluated periodically and one of our most important roles as your agent is to make sure that your policies continue to be properly reviewed, re-marketed and updated as time goes on and your personal or business situation changes. Accumulation of additional property or wealth, changes in family member status, career modifications, and loss or devaluation of investments are a few obvious examples of lifestyle shifts that may have a significant impact on the value and cost of your coverage.
We welcome the opportunity to meet with you to carefully analyze your existing policies, identify any shortfalls, make suggestions on cost-reductive measures, and find ways for you to obtain necessary additional coverage. If you would like to set up a complimentary evaluation of your current insurance needs, please contact us today.
Relationships Are Among Our Most Valuable Assets
We value the longstanding relationships our company has with the most respected and financially secure insurance companies in the industry. These companies offer the most competitive and comprehensive array of insurance coverage options available. Our diverse portfolio of products and services is the key to obtaining unsurpassed protection for your needs in all areas.
We appreciate the trust our clients place in us, and we work hard to keep it. Many of our clients are also second or even third-generation. Today, we serve clients in over 30 states, with a concentration in our tri-state home base of New York, Connecticut and New Jersey.
Maintaining these strong relationships with both our clients and the companies whose products we represent has created the solid foundation of expertise, service and personal attention required to deliver the value and peace of mind you deserve.
We look forward to the opportunity to serve you. Please contact us today.