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Home, Auto, Tenant, and Condo Insurance

Home & Auto Referral

When was the last time your client reviewed their home, auto, condo, or tenant insurance policy?

Regularly checking up on these policies can ensure that they have the right coverage to match their current insurable needs. Material changes such as renovations, new family members, or significant purchases, can impact insurance requirements. A policy review can uncover potential savings, identify gaps in coverage, and provide peace of mind knowing they are adequately protected. The process is straightforward and hassle-free, making it easy for your clients to stay informed and secure with their insurance choices.

As a leading insurance broker, Aon is dedicated to representing you and your clients, rather than the insurance carriers. Our in-house claims specialists are readily available to assist in the event of a claim, enhancing the value of the broker-client relationship. Aon's personal insurance services are exclusively available through our referral partners, as we do not engage directly with the public without a referral from partners like WFG. At Aon, we empower your clients to make informed decisions about their personal insurance needs, ensuring they receive the best possible coverage and support.

Refer your client to our broker team

 



















 

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WFG Advisor Details



























 

Please Note: Home & Auto referral: These queries are reviewed and forwarded to our home & auto broker team. Due to high volume please allow up to 3 business days for a response. Our broker team will call twice and email once. For urgent home and auto requests please instruct your client to call us directly at 1-800-448-2539 to speak with our brokers. Please have your client provide your WFG advisor code to our brokers for referral payments.

Aon and other Aon group companies will use your personal information to contact you from time to time about other products, services and events that we feel may be of interest to you. All personal information is collected and used in accordance with our privacy statement.

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Disclosure

I confirm that I have shared and reviewed the terms of disclosure for this referral, together with any potential referral fees with my client and they have asked me to proceed with this referral.


 

Please remember to submit your WFG disclosure forms directly to WFG. Disclosure forms can be downloaded at mywfg.com located under Aon's Product Guide, then click on Referral Product Info. Referral forms must be emailed to [email protected].