Annuities, Commercial P&C, Life-Matthew Davis

Annuities, Commercial P&C, Life-Matthew Davis Helping business owners & retirees protect their wealth, secure tax-free retirement income, and safeguard their businesses with expert insurance solutions.

05/06/2025

“Free Coverage Checkup”--- Calendly.com/matt-briggsagency




When’s the last time you reviewed your insurance policy… like actually looked at what’s covered?For most business owners...
04/25/2025

When’s the last time you reviewed your insurance policy… like actually looked at what’s covered?

For most business owners, it’s been years.

I make this simple:
-One call
-No pressure
-I’ll show you where the gaps are, or confirm you're solid
-If you don't ask you don't know

If you haven’t reviewed your General Liability, Workers Comp, Tools, Auto, or Annuity Policy… now’s the time.

If your tools are stolen out of your work truck, your auto policy doesn’t cover it.Commercial auto handles liability, ac...
04/24/2025

If your tools are stolen out of your work truck, your auto policy doesn’t cover it.

Commercial auto handles liability, accidents, and vehicle damage, NOT your gear.

That’s a job for inland marine or scheduled equipment coverage.

Contractors — here’s the split:
Auto policy = the truck
Inland marine = what’s inside

One quote. One policy review. One call.

Let's Talk---https://calendly.com/matt-briggsagency

If you're 40+ and running a business, here's a smart way to grow your money tax-deferred: modern annuities. Watch your s...
04/23/2025

If you're 40+ and running a business, here's a smart way to grow your money tax-deferred: modern annuities. Watch your savings build without immediate tax deductions, then enjoy a guaranteed income for life when you retire at a lower tax bracket.

- Not a Roth or the stock market
- Principal protection
- Higher rates than in 15 years

I specialize in creating custom plans for business owners seeking stability over volatility. Check out your annuity options and reach out for a personalized plan.

Explore options: https://app.back9ins.com/apply/MatthewDavis

Schedule a chat: https://calendly.com/matt-briggsagency

Who’s responsible if your subcontractor causes damage on the job?Trick question: the claim often falls back on **you**, ...
04/22/2025

Who’s responsible if your subcontractor causes damage on the job?

Trick question: the claim often falls back on **you**, the GC or business owner, unless your policy clearly outlines subcontractor protections.

-Are your subs insured?
-Does your GL include sub work?
-Do you have a subcontractor agreement in place?
-What about hold-harmless agreements?
-Are your subs holding limits of insurance equal or greater than yours?

One wrong move from a sub can put YOUR coverage on the line. I’ll help you tighten it up before the next bid.

Let's Talk

https://calendly.com/matt-briggsagency

A certificate of insurance is NOT your policy.Contractors run into this all the time, a GC or client requests a COI and ...
04/21/2025

A certificate of insurance is NOT your policy.

Contractors run into this all the time, a GC or client requests a COI and thinks it proves coverage.

But if your policy isn’t built right, that certificate is just paper.

Here’s what you need to be sure of:
-The limits match the job requirements
-You’re listed correctly as the named insured
-Additional insureds are properly endorsed
-Coverage is ACTIVE

Need a fast, clean COI sent to a GC? I’ve got you. Let's work together.

https://calendly.com/matt-briggsagency

CONTRACTORS: Are your tools actually covered?If you don’t have **Inland Marine coverage**, tools in your trailer, truck,...
04/18/2025

CONTRACTORS: Are your tools actually covered?

If you don’t have **Inland Marine coverage**, tools in your trailer, truck, or jobsite can be completely excluded from your General Liability policy.

That means:
❌ No coverage for theft
❌ No coverage for damage
❌ No coverage unless specifically scheduled

I help business owners avoid costly gaps like this every day. If you use expensive gear — let’s make sure it’s protected.


Book a call today! https://calendly.com/matt-briggsagency

Hi, I'm Matthew Davis!I spent over 16 years in commercial construction before shifting my focus to helping business owne...
04/09/2025

Hi, I'm Matthew Davis!

I spent over 16 years in commercial construction before shifting my focus to helping business owners protect everything they’ve built.
I now specialize in:
-Commercial Property & Liability Insurance
-Annuity solutions for safe retirement growth
-Life insurance and legacy planning for families and business owners

If you're a contractor, entrepreneur, or anyone who handles your own coverage and you're not 100% sure what's actually covered — let’s fix that.

I would love the opportunity to work with you and provide a competitive Commercial P&C insurance proposal. Or if you would like to learn more on what Annuity/Life options may be right for you.

Schedule a call- https://calendly.com/matt-briggsagency

Annuities and Life Insurance can be complex. But that shouldn't hold you back from exploring what options are out there for you. Not ready to connect but want a quote in minutes? View the link below and follow up when your ready!

https://app.back9ins.com/apply/MatthewDavis

Or just DM me. I’m here to help — no pressure, just clarity.

Address

12419 Cedar Lake Rd.
Crown Point, IN
46307

Website

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