THE FORGE COMPANIES BLOG
Managing Partner, Full Circle Coverage
Start your new year by ensuring you and your family are properly covered in 2024! Follow these tips to make sure you have the right insurance coverage for a secure and prosperous new year:
- Review your homeowners/renters insurance.
- If you own a home, review your homeowners insurance policy to ensure it covers the current value of your home and its contents. If you're renting, review your renters insurance to make sure it adequately covers your personal belongings.
- Update your home inventory.
- If you received treasures and trinkets this holiday season, ensure they are safeguarded by adding them to your home inventory list. An updated home inventory list makes filing a claim more manageable and efficient. Talk to your agent about these new items to ensure they don't need additional coverage.
- Review your health insurance.
- Ensure that your health insurance coverage is adequate for your family's needs. Check if there are any changes in your health status or if there are new family members. Understand the terms of your policy, including copayments, deductibles, and coverage limits.
- Evaluate your auto insurance policy.
- Assess your auto insurance coverage, considering any changes in your driving habits, vehicle values, or the number of drivers in your household. Ensure that you have sufficient liability coverage and consider adding comprehensive and collision coverage based on your vehicle's value.
- Review your life insurance policy(s).
- Evaluate your life insurance needs, especially if there have been significant changes in your life, such as the birth of a child, marriage, or other life events. Ensure that the coverage amount aligns with your family's needs in the event of the unexpected.
- Make sure your beneficiaries are up to date.
- Check and update the beneficiaries on your life insurance policies, retirement accounts, and other relevant documents. Ensure that these designations reflect your current wishes.
- Consult with an Insurance Professional:
- Our team is here for you! Whether you're a current client or you need clarification about your insurance needs or coverage options, our insurance professionals are here for you! We can help you navigate the complexities of insurance and tailor coverage to your specific situation.
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A Partnership with Purpose How Montag & Caldwell Strengthens Advocacy Wealth Management's Client-First Mission
As part of The Forge Companies, Advocacy Trust offers a holistic platform for trust clients as well as plaintiff attorneys and their clients, providing the attention, guidance, and personalized support needed to navigate even the most complex financial situations. From trust planning to administration, their team is committed to helping clients protect settlements, achieve financial security, and plan with confidence; today and into the future. Products & Services Special Needs Trusts Settlement Trusts Asset Protection Trusts Minors Trusts Administrative Services Philanthropy & Charitable Giving
Comprehensive, client-centered solutions designed exclusively for individuals & families navigating life after a personal injury settlement—and the plaintiff attorneys who represent them.
When The Forge Companies were founded more than 20 years ago, every part of our identity was created with intention —from our name to our logo. Our logo was inspired by one of the most enduring Celtic symbols, representing eternal justice and strength. It was a fitting choice for a company built to support plaintiffs and the attorneys who fight for them. The name “Forge” was more than a brand; it was a mission: • To forge ahead with innovative solutions in the settlement industry • To uphold justice through unwavering allegiance to our clients • To gain strength through shared knowledge and trusted partnerships Two decades later, that mission still guides us. Whether we’re protecting benefits, navigating complex settlements, or providing long-term financial support, we remain committed to the values our brand was built on. What we stand for hasn’t changed. Only the ways we serve have grown.
The Forge Companies is pleased to announce they are teaming up with Rebecca Cameron Blount, a longtime friend of The Forge Companies, distinguished attorney, and owner of The Blount Law Firm, PA in Greenville, NC.
Advocacy Trust Celebrates Major Milestone
Full Circle Coverage Announces New Partnership with Golden Bear
Full Circle Coverage Included in UGA Bulldog 100
Bringing Nearly Three Decades of Banking Knowledge to Support Families and Enhance Settlement Planning Services
At The Forge Companies, our commitment to clients extends beyond financial planning—we’re also here for life’s unexpected challenges. Our team is dedicated to providing top-tier services by designing customized plans that address immediate and future needs, ensuring our clients are supported through every phase of their journey. If you’d like to learn more about how we can help your clients, connect with us today!
Forge Consulting is a national insurance agency. We analyze but do not provide investment, legal or tax advice. Advocacy Wealth, a Registered Investment Adviser, offers financial planning. Advocacy Trust offers fiduciary services. Forge is the parent company of both Advocacy subsidiaries.
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