Financial Snapshot: Gathering The Information You Need To Create
Information About Your Other Insurance Coverage
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Assemble copies, or at least summaries, of all your other personal insurance policies including:
- Life insurance
- Health insurance
- Hospital insurance
- Long-term Care Insurance
- Property and liability insurance such as:
- Homeowners and/or Fire and Liability
- Automobile
- Umbrella
- Workers Compensation coverage if you have in-home employees.
If you cannot locate a policy, you can obtain a copy from your insurance broker or directly from the insurance company either through the company's toll free number or its web site.
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