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Home > Policy Service Center > Annual Insurance Checklist

Annual Insurance Checklist

Name: Weaver Insurance & Financial Advisors
Address: 201 Osage Lane, Waynesboro, VA, 22980, US
Telephone: (540) 943-1221

First Name*
Last Name*
Phone*
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By submitting my phone number, I hereby authorize Weaver Insurance & Financial Advisors to communicate with me through text messaging.
Email*
Which type of insurance do you have with us? Select all that apply.*
- Personal Insurance
- Business Insurance
Personal Insurance
Home Address
Street Address Address Line 2 City State ZIP Code
Have you renovated, remodeled, added on to, or otherwise updated your home(s)?
- Yes
- No
Have you started a business based out of your home?
- Yes
- No
Do you protect your home with a professional security system?
- Yes
- No
Have you added a permanent swimming pool?
- Yes
- No
Do you or any family members perform babysitting services in your home?
- Yes
- No
Do you employ any part-time or full-time domestic help, including nannies, housekeepers, or landscapers?
- Yes
- No
Have you purchased any additional residences such as condos, timeshares, or second houses?
- Yes
- No
Do you rent out your home as part of the home-sharing economy?
- Yes
- No
If you’ve started renting out your home or any other property, do you have renters insurance?
- Yes
- No
Are all of your vehicles, including recreational vehicles and watercraft, insured with this agency?
- Yes
- No
Have you recently purchased any additional automobiles, recreational vehicles, or watercraft?
- Yes
- No
Have you upgraded any of your vehicles with new equipment?
- Yes
- No
Do you need to add any new drivers to your policy?
- Yes
- No
Do you drive any employer-sponsored vehicles?
- Yes
- No
Do you own any older vehicles that may be classic or collector cars?
- Yes
- No
Do you provide ride services as part of the ridesharing economy?
- Yes
- No
Do you have any children who no longer live at home and can no longer be considered dependents?
- Yes
- No
Have you purchased any jewelry, electronics, or other valuables that you would like to add to your policy?
- Yes
- No
Are there any such items that you would like to change or remove from your policy?
- Yes
- No
Do you insure your personal possessions for their full replacement value?
- Yes
- No
Have you recently added or otherwise changed ownership of assets such as trusts, titles, or LLCs?
- Yes
- No
Are there any other insurance coverage issues you would like to discuss?
- Yes
- No
Business Insurance
Company Name
Company Address
Street Address Address Line 2 City State ZIP Code
Total Number of Employees
Are there any business properties or pieces of equipment that you have recently acquired, leased, or sold?
- Yes
- No
Have you closed or opened any business locations?
- Yes
- No
Has your company building undergone any renovations, additions, or other significant changes?
- Yes
- No
Have you added, changed, or removed any company products?
- Yes
- No
Has your inventory level experienced any significant shifts or fluctuations?
- Yes
- No
Do you either purchase supplies from or sell your products to foreign countries?
- Yes
- No
Has the ownership structure of your business changed?
- Yes
- No
Has there been a 10% or greater change in your business's revenue in the last year?
- Yes
- No
Do 50% or more of your materials come from a single supplier?
- Yes
- No
Do 50% or more of your sales come from a single buyer?
- Yes
- No
Do any of your employees regularly work from home or from another state?
- Yes
- No
Do any of your employees regularly travel to other states or countries for business?
- Yes
- No
Do any of your employees travel for business in their personal vehicles?
- Yes
- No
Has your company leased, purchased, or sold any automobiles or other vehicles?
- Yes
- No
Do you require all vendors, subcontractors, and 1099 workers to provide certificates of insurance?
- Yes
- No
Are there any other insurance coverage issues you would like to discuss today?
- Yes
- No
Comments
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Customer Reviews

GS

You give clients options and don't put undue pressure to conform to your viewMt Sidney, VA

CW

We have great peace of mind knowing that we have Weaver Insurance right hereLyndhurst, VA

SB

Thank you, Weaver for such prompt and helpful service during our burst pipeFulks Run, VA

RG

Melissa showalter is amazing. She is always quick to respond to your questions.Anonymous, Staunton, VA

TB

Quick to answer questions about our insurance coverage and help make changesCrozet, VA

CJ

Always there to answer questions,quick to respond,super professionalStuarts Draft, VA

SP

Good service, good price,Stuarts Draft, VA

DR

Always there, never pushy, knowledgeableAnonymous, Lyndhurst, VA

EW

You understand the needs of my business, have found the best policies for usAnonymous, Crozet, VA

DD

Always available and courteous. ExcellentAnonymous, Johnstown, PA

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Contact

Weaver Insurance & Financial Advisors

201 Osage Lane
Suite 1
Waynesboro, VA 22980

Phone: (540) 943-1221

Toll Free: (800) 943-1221

Fax: (540) 943-3847

Mon-Thu: 8:30am-5:00pm
Fri: 8:30am-3:30pm
Sat-Sun: Closed

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Weaver Insurance & Financial Advisors provides Financial Services & Investment Planning, and Car, Home, Business, Commercial Auto, and Workers' Compensation Insurance to all of VA, including Waynesboro, Staunton, Harrisonburg, Crozet, Stuarts Draft, Augusta County, Rockingham County, and Albemarle County.

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

Investment Securities offered through Concourse Financial Group Securities, Inc. (CFGS), Member, FINRA/SIPC. Advisory services offered through Concourse Financial Group Advisors, a DBA for CFGS, a Registered Investment Advisor. Weaver Insurance and Financial Advisors is independent of Concourse Financial Group Securities, Inc.

Please be advised that presently Chad, J.R., and Joe hold the series 6, 7, 63, and 65 licenses in Virginia and North Carolina.

Chad is also licensed in AL, AZ, CA, CO, FL, GA, IL, IN, KS, KY, MD, MN, MO, MT, NC, NJ, NY, OH, OK, OR, PA, SC, TN, TX, UT, VA, VT, WA, WV.

J.R. is licensed in CA, DE, FL, ID, KS, MD, MO, NC, OH, OK, PA, SC, TN, VA, WV.

Joe is licensed in CO, DC, DE, FL, GA, KS, KY, IN, MD, NC, NE, NY, OK, PA, SC, TN, TX, VA, WV.

Lindsay holds series 7 and 66 licenses for VA. For residents of other states in which registration is not held, proper licenses and registrations must be obtained by Chad, J.R. or Joe before proceeding further. No part of this communication should be construed as an offer to sell any security or provide investment advice or recommendation. Securities offered through Concourse Financial Group Securities, Inc. will fluctuate in value and are subject to investment risks including possible loss of principal.

Check the background of your financial professional on FINRA's BrokerCheck.

For a copy of CFGS’s Form CRS please visit: https://www.concoursefinancial.com/investor-disclosures.

Weaver Insurance & Financial Advisors BBB Business Review

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