Maxum Insurance Group: Products, Financial Services & Risk Management
Insurance Products
- Personal Lines: Homeowners, Auto, Renters, Flood, Umbrella, Boat, Motorcycle, RV.
- Commercial Lines: General Liability, Professional Liability, Workers' Comp, Commercial Auto, Property, Cyber, Industry-specific (construction, hospitality, etc.).
Financial & Planning Services
- Investments: Stocks, bonds, mutual funds, ETFs, managed portfolios.
- Retirement Planning: IRAs (Traditional, Roth, SEP, SIMPLE), 401(k) rollovers, pension analysis.
- Financial Planning: Comprehensive plans (cash flow, tax, estate, insurance review).
- Education Planning: 529 plans, Coverdell ESAs, custodial accounts, financial aid strategies.
Risk Management Services
- Risk assessments & mitigation planning for businesses.
- Safety program development & training.
- OSHA/compliance reviews.
- Claims advocacy & management.
Maxum operates as an independent agency/brokerage, representing multiple carriers to tailor coverage. Services vary by office; contact a local agent for specifics.
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