Max Broker Services, LLC

Max Broker Services, LLC Life, Disability, LTC, Annuity services for brokers, agents, financial service professionals and you Representing many companies

Many homeowners miss the gap between what something is worth used and what it costs to buy new. In a policy review, that...
09/01/2026

Many homeowners miss the gap between what something is worth used and what it costs to buy new. In a policy review, that detail can change how a claim feels after a loss, because a 10-year-old appliance or couch may need a current replacement price, not a garage-sale estimate. Ask us to walk through your home policy terms and the items that matter most.

Small life changes can create big coverage questions. If your family has grown, your address changed, or your routine lo...
08/31/2026

Small life changes can create big coverage questions. If your family has grown, your address changed, or your routine looks different than it did at renewal, your policy may need a fresh look so the details match real life. Our team helps clients review what is already in place and understand what should be updated.

Review your life insurance paperwork before the next due date. Look for the grace period, payment method, and any notes ...
08/30/2026

Review your life insurance paperwork before the next due date. Look for the grace period, payment method, and any notes about reinstatement, which is the process of asking for coverage to start again after a lapse. Small changes like a new card number or a moved mailbox can cause a missed payment, so a simple check now can prevent a coverage gap later.

Growth can create coverage gaps when the policy stays the same. A small shop that starts delivering, storing customer pr...
08/29/2026

Growth can create coverage gaps when the policy stays the same. A small shop that starts delivering, storing customer property, or taking on larger contracts may face different risks than it did at renewal. Reviewing the details with your agency helps you understand what is included, what is not, and whether your limits still fit the work you do.

Review your current home policy before you list a room, host a long-term guest, or let family use the house while you're...
08/28/2026

Review your current home policy before you list a room, host a long-term guest, or let family use the house while you're away. The way a property is occupied can affect which protections apply, and the mistake many owners make is waiting until after an incident to mention the change. A quick policy check helps keep the coverage matched to real life.

Review your liability limits before a lawsuit, injury claim, or major accident puts them to the test. An umbrella policy...
08/27/2026

Review your liability limits before a lawsuit, injury claim, or major accident puts them to the test. An umbrella policy adds another layer above your existing home or auto liability, which matters when damages climb past the first policy. For families with teen drivers, rental properties, or active households, that extra layer can be a practical part of the conversation.

A commercial property policy is more than a line item on a declarations page. It can affect how your business recovers a...
08/26/2026

A commercial property policy is more than a line item on a declarations page. It can affect how your business recovers after fire, wind, theft, or another covered event by helping replace the items you rely on every day. One common miss is forgetting to update values after buying equipment or increasing inventory, which can leave a gap when you need support most.

Business continuity planning is about more than protecting operations. It is about protecting the people and families wh...
08/25/2026

Business continuity planning is about more than protecting operations. It is about protecting the people and families who depend on the business. For business owners, doctors, lawyers, and professional partners, buy-sell agreements should be reviewed alongside life and disability insurance planning to help address ownership transitions, business valuation concerns, and long-term financial stability.

Without proper funding strategies in place, unexpected events can create significant financial and operational challenges for both families and business partners.

A review may help determine whether your current planning properly addresses:
🔹Ownership succession
🔹Business continuity funding
🔹Disability-related disruptions
🔹Family and partner financial protection

At Max Broker Services LLC, I help business owners evaluate insurance strategies designed to support broader business planning goals. Learn more at www.richardsweig.com or call 914-248-6797.

A few minutes of review can make a difficult time easier for the people you care about. With final expense coverage, the...
08/25/2026

A few minutes of review can make a difficult time easier for the people you care about. With final expense coverage, the details matter: who is listed, how the policy is funded, and whether the benefit amount still reflects today's funeral, burial, and other end-of-life costs. If anything has changed since your last update, let's look at it together and keep the record clear. https://bit.ly/4wZnFDK

Preparation matters because life rarely waits for a convenient time to change. A policy written months or years ago may ...
08/24/2026

Preparation matters because life rarely waits for a convenient time to change. A policy written months or years ago may not reflect a new vehicle, added valuables, a remodeled room, or a different household setup. For our clients, a quick review can uncover gaps in limits, deductibles, or endorsements before a claim puts those details to the test.

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30 David Road
Somers, NY
10589

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Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm
Sunday 10am - 4pm

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