Charlie Harrison, CISRPersonal & Small Business Risk Advisor

charlie
areas of service
  • Life Insurance
  • Workers Compensation
  • Business Insurance
  • Personal Insurance
education
  • Certified WorkComp Advisor IWCP
  • Certified WorkComp Master IWCP
  •  Long Term Care: Programs, Policies and Partnerships
  • Personal Lines Coverage Specialist – Current Study

As a Personal and Small Business Risk Advisor, Charlie helps people learn how to manage their own risks, avoiding them or transferring them. Creating a balance between business and personal coverages is key to peace of mind. He helps make sure a liability error in one area isn’t catastrophic to the other. Also, our go-to guy for Life insurance planning and uses, Charlie is our People Protector.

Charlie’s personal background gives him the perspective required to understand surviving spouse and family protection when someone dies too early.  His own experience has created a “mission” to educate others and prevent them from struggling unnecessarily.

Charlie grew up as a US Navy “brat”, later graduating with a Culinary Arts degree at Seattle College. He worked 20+ years as a chef, a food broker representative and a partner in a local catering company.  Relationships and customer service are the two biggest lessons he kept from the experience. He married a wonderful Kansas City gal and they raised 4 children before she passed away after 30 years together. This opened new challenges and a strong desire to protect others. Teaming with Travis, he works at spending time getting to know and understand each client’s family and together build a strategy that works for them, their protection and their future.  Charlie current holds the Certified Insurance Service Representative (CISR) designation.

Charlie usually spends his play time outdoors.  Kayaking, canoeing, hiking, fishing, hunting and camp cooking are his favorites. Family is a big part of any outdoor activity and grandchildren will learn it just as his children did.

 

Recent Posts

contact details

816-254-6100 x104
St. Joseph, MO

Social Profiles

feedback form

If you’d like a free consultation, please start by completing the form:

how can we help you?

Contact us at the nearest Beacon Point Office to you or schedule a conversation online.

Thank you so much for all of your help with finalizing my health insurance. It appears that I’m all set now. I couldn’t have figured all that out without you. Thanks again,

placeholder
Julie Smith