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

Research actions that you might take to reduce motor vehicle insurance costs.

Talk to friends, relatives, and insurance agents to determine methods of reducing the cost of motor vehicle insurance.

Purpose: To research and compare companies, coverages, and costs for auto insurance.
Financial Planning Activities: Contact three insurance agents to obtain the information requested below. This sheet is also available in an Excel spreadsheet format in Connect Finance.
Suggested Websites: www.autoinsuranceindepth.com, www.progressive.com, www.standardandpoors.com

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Vehicle (year, make, model, engine size). Driver's age Full- or part-time driver? Driver's education completed? Sex Accidents or violations within the past three years? Company name Agent's name, address, and phone E-mail, website Policy length (6 months, 1 year) Total miles driven in a year