LIFESTYLE PROTECTION RISK ASSESSMENT

Is a Personal Risk Management Assessment part of your Financial Plan? What are your risk factors? What protection do you need? The answers to the following questions can help determine what type of Lifestyle Protection Plan is best suited to your needs.

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PERSONAL RESIDENCE
If your home was damaged or destroyed, is it important that it be insured for the true cost of repairs?
Have you had a recent evaluation of your home's true replacement cost?
Would you like more information on flood insurance?
Do you own a secondary residence(s)?
Are you interested in obtaining various deductible options and estimated savings for these options?
PERSONAL SECURITY
Do you have children that currently live at home?
Do you have children that are away at school?
If yes, do you have a plan in place to protect your children if something were to happen to you or your spouse?
If you become unable to work due to illness or injury do you have a plan in place to protect your lifestyle?
Have you considered Long-Term Care Insurance as part of your overall financial plan?
Do you currently have an estate plan?
If yes, do you know how your estate plan affects your insurance coverage?
Does your current personal liability policy include coverage for identity theft?
Would you like more information on identity theft and the cost to cover yourself from an identity theft incident?
Do your or your family members travel outside of the United States?
PERSONAL LIABILITY
Do you employ domestic staff such as a housekeeper or nanny?
Do you serve as a director, officer or member of the board for a public, private and/or non-profit organization?
Do you conduct business in your home?
Do you update your liability limits regularly to reflect your personal net worth taking into account your personal exposures?
VALUABLE POSSESSIONS
Do you collect jewelry, fine art, silver or other fine possessions?
Do you have dedicated insurance coverage (a valuable articles policy) for the items you collect?
Do you maintain a thorough inventory of your valuable possessions?
Do you own and/or collect antique or vintage automobiles or boats?