1.. What’s Next for Your Personal Financial Plan?

Talk with friends and relatives to determine the types of insurance coverage they have.

Conduct a web search for various types of insurance on which you need additional information.

Current Insurance Policies and Needs Purpose: To establish a record of current and needed insurance coverage.
Financial Planning Activities: List current insurance policies and areas where new or additional coverage is needed. This sheet is also available in an Excel spreadsheet format in Connect Finance.

Suggested Websites: www.insure.com, www.accuquote.com

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Current Coverage Property Insurance Company Policy no. Coverage amounts Deductible Annual premium Automobile Insurance Agent Address Phone Website Company Policy no. Coverage amounts Deductible Annual premium Agent Address Needed Coverage