Week 5
There are a couple common themes that we have found in working in the insurance industry.
First:
Most of us are almost completely unaware of the details of our life, health, auto, and homeowner's insurance policies.
Second:
We tend to avoid thinking about or addressing these details until an incident occurs and it comes time to file a claim.
Consequently:
We are left to deal with the eye-opening consequences of our own negligence and ignorance.
First:
Most of us are almost completely unaware of the details of our life, health, auto, and homeowner's insurance policies.
Second:
We tend to avoid thinking about or addressing these details until an incident occurs and it comes time to file a claim.
Consequently:
We are left to deal with the eye-opening consequences of our own negligence and ignorance.
In this section our purpose is to provide a simple plan to address these problems, assisting you in organizing and understanding how your policies work. This week includes organizing your insurance policy information so it is easily accessible for further evaluation.
*As a result, you will have the security of knowing what coverage you actually have and will also discover where you might be over or under-insured. You will likely find some small changes that could potentially save you a lot of money and heartache.
*As a result, you will have the security of knowing what coverage you actually have and will also discover where you might be over or under-insured. You will likely find some small changes that could potentially save you a lot of money and heartache.
To Do List
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O - get photo copies of life insurance policies and add to binder.
O - get photo copies of health insurance policies and add to binder. O - get photo copies of auto insurance policies and add to binder. O - get photo copies of homeowners insurance policies and add to binder. O - get photo copies of any disability insurance policies and add to binder. O - get photo copies of any liability insurance policies and add to binder. O - get photo copies of any supplemental insurance policies and add to binder. O - Print off the Risk Management Page and add it to your Binder. Don't worry if you do not have all of these policies. Please gather what you have. |
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Extra Credit
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O - Missing any important policy information? Call your insurance company and request that they send you another full copy of your policy. If you call now you should receive the info in time for the next steps!
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