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Personal Insurance Review
Coverage For Other People:
*
The entire $300,000
It doesn't matter
I'm not sure
Let's say you are driving to work and there was an accident with $300,000 in damages, how much would you want your policy to pay?
Coverage For Other People:
*
My insurance policy
It really doesn't matter
I'm not sure
Let's say you were involved in an accident or someone hurt themselves on your property and you were sued for $1,000,000. Where would you want the money to come from?
Coverage For Other People:
*
Yes
No
Do you have a trampoline?
Coverage For Other People:
*
Yes
No
Do you have any income-producing hobbies?
Protecting Yourself And Your Property:
*
Yes
No
Do you have any jewelry that you would want replaced if it were lost while you were on vacation?
Protecting Yourself And Your Property:
*
Have less out-of-pocket expense by lowering my deductible
Lower my premium by choosing a higher deductible
If you had damage to your car or home, would you prefer to have a lower deductible for less out-of pocket expense, or would you rather lower your premium by choosing a higher deductible?
Protecting Yourself And Your Property:
*
Yes
No
Do you have any registered vehicles, such as boats or snowmobiles, that you would want replaced in the event of an accident?
Protecting Yourself And Your Property:
*
By my auto insurance
By my health insurance
Out of my pocket
If you were injured in a car accident by an uninsured or underinsured driver, how would you want your medical bills to be paid?
Protecting Yourself And Your Property:
*
Yes
No
Do you have a home-based business?
Protecting Yourself And Your Property:
*
Yes
No
Do you have any collections such as guns or artwork?
Protecting Yourself And Your Property:
*
Yes
No
Do you have a vacation home or rental property?
Protecting Yourself And Your Property:
*
Yes
No
Do you have an inventory of your household possessions?
Protecting Yourself And Your Property:
*
Yes
No
If you live in an area frequented by flood, earthquakes or earth movement, would you want your property covered in the event of a disaster?
Protecting Your Family:
*
Yes
No
In the event of death, would you want loans on any of your vehicles paid off?
Protecting Your Family:
*
Yes
No
In the event of death, would you want the mortgage on your home paid off?
Protecting Your Family:
*
Yes
No
If you had a chronic illness that left you unable to care for yourself for an extended period or time, where would you want the money to come from?
Protecting Your Family:
*
Yes
No
Do you have any drivers under the age of 21?
Protecting Your Family:
*
1
2
3
4 +
How many licensed drivers are in your household?
Changes To Your Situation:
*
Yes
No
Have you made any improvements or additions to your home or property over the past year?
Changes To Your Situation:
*
Yes
No
Have you made any major purchases in the past year?
Changes To Your Situation:
*
Yes
No
Have you added a burglar alarm or other security devices to your home or auto over the past year?
Other Policies:
*
In order to protect your assets, it is important that we have complete information about your insurance coverage that is not written by us. Please provide information on the type of coverage, renewal date and the current insurance company.
Questions:
*
Do you have any questions about your insurance program?
Contact Information:
*
Please give us your name and the best way and time to contact you.
I accept the
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