Business Details
About
Insurance Agency
Fortress Wealth Management/Fortress Insurance Services provides home, auto, life, health, commercial, farm, and wealth management insurance policies and solutions in the Mount Pleasant, IA area.
Location
Fortress Wealth Management/Fortress Insurance Services
114 E Monroe Street, Mount Pleasant, IA
52641, United States
Hours
Reviews
4.9
26 reviews
5 stars
23
4 stars
3
3 stars0
2 stars0
1 star0
- RBRoger BeachyAug 9, 20235.0They understand the business and work for the customer's benefit. Chad understood my needs and worked hard to make sure I was satisfied. Thank you!
- RBRobert BeckerAug 9, 20235.0Chad is very knowledgeable and always willing to make our experience better. He even came to help us clean up after a storm damaged our house.
- JSJanet SchroederAug 8, 20235.0Takes very good care of customers. Very polite, explains the insurance so you'll understand it.
- BBblufour44Aug 8, 20235.0I like to work with a person that I know and not over a phone line with someone who usually doesn't sound like he's speaking my language.
- MSMicah SmithMay 24, 20214.0Needs towels to wipe sweat off
Frequently Asked Questions About Fortress Wealth Management/Fortress Insurance Services
What difference between the names of each on these deductibles flat split percent ductible?
The primary differences between flat, split, and percentage deductibles lie in how they are calculated and applied to your insurance policy. A flat deductible is a fixed amount, a split deductible involves different amounts for different types of claims, and a percentage deductible is based on a percentage of your home's insured value or the claim amount.
How much coverage is enough?
Determining adequate coverage involves considering the cost to repair or rebuild your home at current market rates. It's advisable to consult with an insurance professional to assess your specific needs and ensure you have sufficient protection for your property.
Based on cost to repair your home and today's market value, how much coverage do I need?
The appropriate coverage amount should be based on the current cost to repair or rebuild your home, rather than its market value. This approach ensures you have adequate funds to restore your property in case of damage or loss, regardless of real estate market fluctuations.
Will I be able to retire?
Retirement planning is a complex process that depends on various factors, including your current financial situation, future goals, and expected expenses. Our team can assist you in developing a comprehensive retirement strategy tailored to your individual circumstances.
Can you help with health and retirement needs to settle before age 65.
Our services extend to addressing your health and retirement planning needs well before you reach age 65. We offer personalized guidance to help you establish a solid foundation for your healthcare and financial security in retirement.