Resource Materials

SEVERE WEATHER PREPARENDESS KIT

As severe weather can strike at any time, you and your family should always be prepared for the unexpected. We have provided a Severe Weather Preparedness Kit for you to download, print and start preparing your own kit - just in case.

Click here to download the PDF.

NEEDS ANALYSIS WORKSHEET

Life Insurance Needs Analysis

This worksheet can help you get a general sense of how much life insurance you need to protect your loved ones, assuming that you died today. Before buying any insurance products, you should consult with a qualified insurance professional for a more thorough analysis of your needs.

Click here to download a PDF of the Needs Analysis worksheet.

HOME INVENTORY FORM

Home Inventory Checklist

What is a Home Inventory and Why should you create one?

A home inventory can be an excellent way to make sure all of your personal belongings are accounted for and covered properly in the event of a loss. The inventory may take several forms but typically it is a list of the insurable items in your home and their value. At the time of a loss your home inventory will help you remember what you had in your home and can expedite the settlement of a covered loss by providing accurate documentation.

There are several methods to record your belongings:

Photographs
Video
Spreadsheet
Inventory List

It is important to store your inventory away from your home and/or make back up copies to store elsewhere. Assurance Partners can store an electronic copy of your inventory in your insurance file for you!

Click here to download a PDF of the Home Inventory Form.