Coverage Needs Analysis Worksheet
Financial Assessment
Current Insurance Protection
Equity in your home(s):
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Auto Liability:
(Part 5 optional bodily injury limits per person)
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Personal Property - Cost to replace:
Invalid format.
Personal Liability (Home/Condo/Renters):
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Investments:
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Personal Umbrella Liability:
Invalid format.
Savings/Checking:
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*Annual Salary:
*Can be garnished up to 40% annually until debt is paid off.
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40% of Salary =
Total Amount at Risk:
Total Uninsured Out of Pocket Loss:
