Darrow Wealth Management
SEPTEMBER 25, 2023
And when something goes wrong, many homeowners are surprised to learn of gaps in their insurance coverage or their contractor’s. Limiting your liability with an umbrella insurance policy If you don’t already have an umbrella policy, you should seriously consider adding one.
MainStreet Financial Planning
JUNE 13, 2023
You can request a social security number along with your baby’s birth certificate. Update your life and disability insurance. Now more than ever you want to have appropriate life and disability insurance coverage, so if something unexpected happens your family will be OK. Get a social security number for your child.
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Integrity Financial Planning
MARCH 19, 2023
Only certain ones such as checking accounts, savings accounts, money market accounts, certificates of deposit (CD’s), cashier’s checks, and money orders are covered. Stocks, bonds, mutual funds, Treasury securities, life insurance, annuities, and items held in safe deposit boxes are not included in deposit insurance coverage.
MainStreet Financial Planning
MARCH 15, 2023
By entering information about their deposit accounts into the EDIE tool, users can generate a report that provides information on how their deposits are insured, what portion (if any) exceeds coverage limits, and what steps they can take to maximize their insurance coverage.
Tobias Financial
JUNE 19, 2023
Speak with your advisor now, before a storm is on the way, about your storm insurance coverage and be sure you are as protected as you can be. Make digital copies of essential documents, such as: Tax returns, wills, trusts, and powers of attorney, birth and marriage certificates, and social security cards.
Good Financial Cents
NOVEMBER 2, 2022
But the most unique feature of Ladder Life is the ability to either increase or decrease your coverage, as needed. If you need more life insurance coverage, once you have a policy in place, you can increase the death benefit. But if your need for coverage declines, you can reduce the death benefit. Third-party Ratings.
eMoney Advisor
DECEMBER 6, 2022
They can check their homeowner’s insurance coverage before making a claim once the storm has passed. Encourage your clients to keep their wills, birth and marriage certificates, passports, and the like in a fireproof, waterproof box that they can take with them when they evacuate. One last note on paperwork.
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