Insurance Checkup Checklist

I own a home

Homeowners insurance, umbrella policy, and life insurance review

I rent my home

Renters insurance review

I have children

Life insurance, disability insurance, and health plan review

I'm married or have a partner

Life insurance, beneficiary updates, and policy consolidation

I own or lease a car

Auto insurance review

I freelance or have a side business

Health insurance, liability, and disability coverage review

I have pets

Pet insurance review

I have significant savings or investments

Umbrella and identity theft protection review

I travel frequently

Travel insurance review

I help care for aging parents

Long-term care insurance discussion