Welcome to Innovative Insurance Solutions!
Innovative Insurance Solutions is a full service insurance and financial services firm created to serve you and your financial needs.
With over 20 years in the insurance and financial service industries, we take a holistic view of your life and financial planning. As your trusted advisors of financial and insurance services, we will guide you in protecting and building your wealth.
We look forward to working with you. Please do not hesitate to call or contact us with your questions regarding any of your insurance coverage or financial goals.
This time of year is ideal for reviewing your full financial situation - contact us today to schedule your insurance check-up!
I look forward to serving your future needs.
Steve Purdy, CLU, ChFC
Value Added to Our Clients
- Over 20 years of Insurance Experience
- Family has over 90 years in Insurance
- 14 years as Multi-Line Insurance Agent
- 8 years as Financial Services Specialist
- Series 7 Independent Securities Broker
- CLU - Chartered Life Underwriter
- CHFC - Chartered Financial Consultant
- CLTC - Certified in Long Term Care
Beliefs
- Treat clients as you would treat your family
- Do the job correctly or don't tackle it
- It's all in the details
- Teach clients enough to make educated decisions
- Show you care - Go where others dare not venture
- Be Innovative - Stay ahead of the competition
- Exceed clients' expectations for Service
- Hire ethical, quality, team players
Strengths
- Patience for the Elderly
- Planning Orientation
- Superior Product Knowledge Insurance - Over 20 companies
- Independent Advice
- Teaching Sales Style
- Strong General Insurance Knowledge across Personal, Business and Financial topics (Home, Auto, Umbrella, Business, Life, DI, LTC)
- Retirement Planning - IRA, Roth, Simple IRA, 401k, 403b
- Estate, LTC, and Life Stage Planning