Crosby Insurance Group

Our goal is to make the insurance process easier, so you can spend less time worrying about coverage and more time focusing on what matters most.

Get in touch with us at 843-971-5386 or email [email protected] to learn more!

Is retirement on the horizon or are you already retired? Then this webinar is for you! Join Rick Crosby and Patrick Kelly, Financial Services Veteran and Best-Selling Author, for this free webinar that will provide valuable insights into the decisions that can impact your long-term retirement confidence. Whether you're preparing for retirement or navigating life after your career, you'll walk away with practical information to help you make informed choices and avoid common pitfalls.

There are two times to register: Tuesday, June 9th at 6pm EST and Thursday, June 11th at 9pm EST. Sign up at the link below:

https://cloud.eventattend.com/tdr-registration?id=701Pp000028jZL3

Life in Charleston comes with its own character, challenges and way of doing things. From historic homes and coastal weather to growing businesses and busy waterways, your insurance policies shouldn’t be one-size-fits-all.

The right coverage takes into account how you live, what you’ve built and the risks unique to the Lowcountry. Reach out to Crosby Insurance Group for a new quote to cover business or personal at 843-971-5386 or crosbyinsgroup.com!

AI-powered scams are becoming more sophisticated, and business owners need to stay alert. Scammers are using AI to make deception look more legitimate, including fake invoices, cloned voices, realistic phishing emails and fraudulent payment requests. Learn the steps you should take to keep your company safe!

Bundling your insurance policies with Crosby Insurance Group can be a smart way to simplify coverage and potentially save money. By combining policies like home, auto, and other coverage under one umbrella, you may qualify for multi-policy discounts while also making your insurance easier to manage.

Get in touch with us to learn your options at 843-971-5386 or [email protected]!

Business owners need to be aware of FMLA rules to stay compliant and avoid costly mistakes! Scroll to learn about your obligations as an employer, or get in touch with our team for more information. Call us at 843-971-5386 or email [email protected] today.

Protecting a piece of history takes more than standard coverage. Learn how to properly insure your historic property with expert tips from Crosby Insurance Group!

Read more here: https://crosbyinsgroup.com/insuring-historic-properties/

There’s no such thing as a one-size-fits-all retirement plan. Your ideal timeline, income needs, lifestyle goals and legacy plans are all unique, which means your strategy should be too!

Crosby Insurance Group can help you decide when to retire, how to draw income and how to make your savings last. We make sure every piece is customized to fit your life, not a generic formula.

Call us at 843-971-5386 or email [email protected] to start planning today.

Did you know that insurance can offer tax benefits depending on the type and structure? Here are a couple of examples:

➡️ Health insurance premiums may be paid pre-tax through employers or deducted by self-employed individuals.
➡️ Life insurance death benefits are generally income tax–free, and some permanent policies grow cash value tax-deferred.

Overall, insurance isn’t a direct tax strategy, but reviewing your policies can help identify meaningful tax advantages, especially after major life or business changes. Speak with your trusted tax advisor about what options are available to you, and always reach out to us to ask questions about your policy at 843-971-5386 or [email protected].

When you’re ready for an insurance provider who puts you first and does things the right way, we’re here to help.

Contact Crosby Insurance Group at 843-971-5386 or email [email protected] to start the conversation today!