Greer Financial Services and Insurance

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Greer Financial Services and Insurance We specialize in home, auto, life insurance, disability, personal line, business lines, & more. We also give business loans to small and medium-sized companies.

And finally provide tax preparation for clients. This page's mission is to help you align your finances with the dreams you have for your business, your house, your family, your community, and most importantly the vision for YOU. Our desire is to arm you with strategies to strengthen your
▪️Business Structure
▪️Business Credit
▪️Insurance
▪️Financial tools
▪️Tax Planning Strategies

The sky is the limit for income and we are actively looking for our next rockstar!

Flip your smoke alarm over. What year is printed on it?Smoke alarms do not last forever. NFPA educational guidance says ...
10/05/2026

Flip your smoke alarm over. What year is printed on it?

Smoke alarms do not last forever. NFPA educational guidance says to replace all types after 10 years. Also test alarms every month. nfpa.org

During Fire Prevention Week:
- Check the manufacture date on every alarm.
- Replace alarms that are 10 years old—or earlier if the manufacturer instructs.
- Press each test button.
- Confirm alarms can be heard from sleeping areas.
- Review accommodations for anyone who is deaf or hard of hearing.
- Make sure everyone recognizes the alarm sound.
- Practice two ways out of each room.
- Choose an outside family meeting place.
- Keep exits and escape routes unobstructed.

Tennessee residents who need alarms can contact their local fire department about participating in the free Get Alarmed, Tennessee! program. It distributes 10-year sealed-battery alarms, carbon-monoxide detectors and specialized equipment for people with hearing impairments. tn.gov
Then review the insurance protection behind your home:
- Dwelling and personal-property limits
- Replacement-cost versus actual-cash-value provisions
- Loss-of-use coverage
- Deductibles
- Home inventory and supporting documentation
- Available protective-device discounts

Mississippi’s Insurance Department recommends smoke detectors and advises consumers to ask whether protective devices qualify for a discount. Eligibility and savings vary by insurer. mid.ms.gov
Check the alarm. Practice the exit. Understand the policy.
Request your personalized home-insurance review at www.greerfinancialservices.org.

Your standard homeowners deductible may not be the only deductible that matters after a storm.Some policies have a separ...
09/02/2026

Your standard homeowners deductible may not be the only deductible that matters after a storm.

Some policies have a separate deductible for losses caused by named storms. Depending on the policy, it may be calculated differently from the normal deductible and may apply per event, season, or calendar year.

Before severe weather approaches, review:

* Whether your policy has a named-storm, hurricane, or wind deductible
* Whether it is a flat amount or percentage
* What event activates it
* Whether it applies per event, season, or year
* Whether your emergency savings could cover it
* How wind and flood protection are addressed

Understanding the declarations page now can help prevent an expensive surprise later.

Request your personalized home-insurance review at www.greerfinancialservices.org.

September is Life Insurance Awareness Month. One practical place to begin is making sure your policy information will be...
09/01/2026

September is Life Insurance Awareness Month. One practical place to begin is making sure your policy information will be available when your family needs it.

Review these five items:

* Primary and contingent beneficiaries
* Beneficiaries’ current names and contact information
* The insurance company’s name
* Where your policy records are securely stored
* Whether a beneficiary or trusted adviser knows where to look

Keep sensitive information protected, but do not leave your family with an avoidable mystery.

If a deceased loved one’s policy cannot be located, the NAIC also provides a free Life Insurance Policy Locator for participating insurers.

Request your personalized life-insurance review at www.greerfinancialservices.org

You checked the tires. You packed the bags. But when did you last check your auto policy?Before Labor Day travel, review...
08/30/2026

You checked the tires. You packed the bags. But when did you last check your auto policy?

Before Labor Day travel, review:

* Your liability and physical-damage limits
* Your deductibles
* Which drivers and vehicles are listed
* Whether roadside assistance is included
* Whether rental reimbursement is available after a covered loss
* How your policy may respond when renting or borrowing a vehicle
* Whether your current insurance cards are accessible

Coverage differs by policy. A five-minute conversation before the trip can help you understand what protection you actually have.

Most importantly, plan a sober ride. Never drive impaired or allow someone impaired to take the wheel.

Request your personalized auto-insurance review at www.greerfinancialservices.org.

A tent and table may help you look ready. Proof of insurance may determine whether you are allowed to set up.Many fairs,...
08/29/2026

A tent and table may help you look ready. Proof of insurance may determine whether you are allowed to set up.

Many fairs, markets, festivals, venues, landlords, and clients require vendors to provide a Certificate of Insurance. Depending on the event or contract, you may also need specific liability limits or additional-insured documentation.

Before setup day, confirm:

Your policy will be active on the event date
Your business operations are described correctly
Your liability limits satisfy the organizer’s requirements
Any required certificate has been issued
Your products, equipment, vehicles, and off-site activities have been properly reviewed

Do not wait until setup morning to discover that something is missing.

Request your business-insurance review at www.greerfinancialservices.org.



For general educational purposes only. Coverage, certificates, additional-insured status, eligibility, pricing, requirements, and claim outcomes vary by policy, carrier, state, event, contract, and business operations.

Your teen got the keys. Did your policy get the update?Review Before They Drive.Your teenager getting a driver’s license...
08/28/2026

Your teen got the keys. Did your policy get the update?

Review Before They Drive.

Your teenager getting a driver’s license changes more than the family schedule—it can change your household’s insurance risk.

Before your teen drives to school, work, practice, or a friend’s house, review:

Whether every household driver has been properly disclosed
Which vehicle your teen will regularly drive
Your liability limits and deductibles
Available student or safe-driving programs
Collision, comprehensive, rental, and roadside-assistance options

Do not wait until an accident exposes a coverage gap.

Request a personalized auto-insurance review from The Greer Financial Group:

www.greerfinancialservices.org

For general educational purposes only. Coverage, eligibility, discounts, pricing, and claim outcomes vary by policy, carrier, state, and individual circumstances.

Your homeowners policy and flood insurance are not the same protection.Most standard homeowners policies typically do no...
08/27/2026

Your homeowners policy and flood insurance are not the same protection.

Most standard homeowners policies typically do not cover flooding caused by rising water. That distinction matters before—not after—a major storm or heavy-rain event.

Review your current policy and ask:

* Do I have separate flood coverage?
* What are my coverage limits and deductibles?
* Is my personal property included?
* Does a waiting period apply before coverage begins?

Do not wait until water is approaching your door to discover a gap in your protection.

Request a personalized coverage review at www.greerfinancialservices.org.



Compliance note

For general educational purposes only. Coverage, availability, pricing, waiting periods, exclusions, and claim outcomes vary by policy, carrier, state, property, and circumstances. Review the applicable policy documents with a licensed insurance professional.

Sources

FEMA explains that most homeowners insurance does not cover flood damage. FEMA Flood Insurance⁠

Your job may provide life insurance—but could you answer these three questions today?How much coverage do you have?Does ...
08/26/2026

Your job may provide life insurance—but could you answer these three questions today?

How much coverage do you have?
Does the coverage continue if you leave your employer?
Would the benefit adequately protect your family?

Recent LIMRA research found that more than two in five people with workplace coverage could not confidently estimate their coverage amount. Having a policy is not the same as having enough protection.

Employer-provided insurance can be a valuable foundation, but your protection should reflect your income, debts, dependents and long-term responsibilities.

Don’t assume. Review it.

Request a personalized coverage review at www.greerfinancialservices.org.



For educational purposes only. Coverage, portability, costs and benefits vary by policy and employer plan. Individual coverage is subject to underwriting and policy terms.

The email looked real.The vendor’s name was correct.The wire instructions were not.Business email compromise happens whe...
08/25/2026

The email looked real.
The vendor’s name was correct.
The wire instructions were not.

Business email compromise happens when criminals impersonate executives, vendors, employees, or trusted business contacts to redirect legitimate payments.

Create one nonnegotiable company rule:

Never change banking or payment instructions based solely on an email.

Before sending money:

Call the vendor using a previously verified telephone number.
Require a second person to approve payment changes.
Document the verification.
Train employees to recognize urgent or unusual requests.

Then review whether your insurance program addresses cyber incidents, social engineering, funds-transfer fraud, business interruption, notification expenses, and recovery assistance. These exposures may be treated differently depending on the policy and endorsements.

Request a personalized business-risk and coverage review:

www.greerfinancialservices.org
The Greer Financial Group

For general educational purposes only. Coverage, eligibility, pricing, requirements, and claim outcomes vary by policy, carrier, state, business, contract, and individual circumstances.

Storm damage can leave you wanting to clean everything up immediately. Before moving damaged property—when it is safe—do...
08/25/2026

Storm damage can leave you wanting to clean everything up immediately. Before moving damaged property—when it is safe—document what happened.

Take wide photographs of the entire affected area.
Take close-up photographs of individual damage.
Create a written list of damaged belongings.
Keep receipts for temporary repairs and related expenses.
Contact your insurance carrier or agent promptly and follow its instructions.

Documentation does not guarantee that a claim will be covered, but it can help create a clearer record of the loss.

Before the next storm arrives, request a personalized home-coverage review from The Greer Financial Group.

www.greerfinancialservices.org

For general educational purposes only. Coverage and claim outcomes depend on the policy, cause of loss, carrier, property, state, and individual circumstances.

Address

3173 Kirby Whitten Road, Suite 203b
Bartlett, TN
38133

Opening Hours

Monday 8am - 8pm
Tuesday 8am - 8pm
Wednesday 8am - 8pm
Thursday 8am - 8pm
Friday 8am - 8pm
Saturday 8am - 8pm

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