Carrie Polk has been protecting lifestyles since 1996 by providing the insurance and financial plans you need to not only plan your lifestyle, but give you and your family an added level of information. When you call us for an insurance and or financial consultation, we will provide you with a plan that helps you discover which portfolio options fit your needs.
As an independent agency we are a proud members of IA & B (Insurance Agents & Brokers) & the Big I in MD.
We are committed to your future. By periodically reviewing your portfolio we are able to make sure you are receiving all service you need. In addition to our dedication to our clients, we believe in maintaining and active role in our communities and work hard to give back to our friends and neighbors through volunteer work and by serving on boards of various area organizations.
Licensed in: Maryland, North Carolina, Pennsylvania
Professional Designations: Accredited Investment Fiduciary (AIF), Life Underwriter Training Council Fellow (LUTCF), Certified Long Term Care Specialist (CLTCS)
Bio: Reside in Chesapeake Beach with my husband Andy, our son Ryan.
Agent Qualifications: Licensed in Property, Casualty, Life, & Health Insurance, Series 6 and Series 63 Licensed
Community activities: Member of the Calvert County Economic Development Commission, Board member of Calvert County Farm Bureau, Past Faith Formation teacher at Jesus the Good Shepherd Church, Past Board Member for Leadership Southern Maryland, Past Board Member for College of Southern Maryland Foundation, Past Board Member & Past Chairman of Calvert County Chamber of Commerce & Past Board Member & Past Chairman of United Way of Calvert County, Graduate of Leadership Southern MD, 2009.
Hobbies: I love to travel, fish, and spending time outdoors.
Phone: 410-535-0997 ext 0
Hello.. I have worked with Carrie & her agency since 2018. I am very customer service oriented and go extra mile for all clients. I married my high school sweet heart and we have raised three children and one fur baby Rae. In my spare time, you can find our family out in our Jeep or headed to the beach for a weekend getaway.
Our newest addition to the Prince Frederick office is super friendly with guests and just may get up from her nap to come and greet our clients!