RL Smith Agency, LLC
Protecting what matters
Your Complimentary
Homeowner Financial Checkup
A simple 5–7 minute checkup designed to help identify financial opportunities that could make a meaningful difference for you and your family.
We appreciate the opportunity to serve you
Thank you for trusting RL Smith Agency, LLC with your home and auto insurance.
We have been looking for ways to provide even more value to our clients beyond helping with their insurance. As part of that effort, we are offering a complimentary Homeowner Financial Checkup.
This brief checkup may help uncover financial opportunities you have not considered and give you access to helpful information based on the goals and priorities that matter most to you.
Your checkup may help you explore opportunities such as:
Becoming debt-free sooner
Paying off your mortgage earlier
Better protecting your family
Strengthening your retirement plan
Preparing for future education expenses
Building emergency savings
Reducing financial stress
Improving your overall financial picture
What to expect
Complete your checkup
Answer a few simple questions about your financial goals, priorities, and areas where you may want additional information.
Identify potential opportunities
Your responses may help uncover areas where additional information or financial resources could be helpful.
Receive your thank-you gift
After completing your checkup, you will receive a $10 Dunkin' gift card courtesy of RL Smith Agency, LLC.
Simple, private and pressure-free
You will not be asked for:
- Your Social Security number
- Bank account information
- Credit card information
- Exact retirement account balances
- Exact debt balances
- Payment information
There is no obligation to purchase anything.
Your responses will only be used to help provide relevant information and resources based on your interests.
Receive a $10 Dunkin' Gift Card
After completing your Homeowner Financial Checkup, you will receive a $10 Dunkin' gift card courtesy of RL Smith Agency, LLC.
This is simply our way of thanking you for your time and for allowing us to serve as your insurance agency. We appreciate the opportunity to protect what matters most to you.
Ready to get started?
Your Homeowner Financial Checkup only takes about 5–7 minutes.
Local and independent
We work for you, not the insurance companies.
Experienced and trusted
We're here to protect what matters most.
Client focused
Your goals. Your priorities. Our commitment.
Here for the long run
Building relationships that last.