Homeowners Confidential Checklist

CMEditor

This content has not been rated yet.

Homeowners ChecklistPlease check yes or no to these questions:

 

YES

NO

   

Do you own any antiques, fine art, or paintings?

   

Do you own any collections such as unique dishes, Indian items, coins or stamps, etc.?

   

Do you own any jewelry, or furs valued over $1,000?

   

Do you own valuable cameras and/or sporting equipment?

   

Do you frequently keep over $200 of money in any form in your home?

   

Would you like us to send a form to help you make an inventory of your personal property?

   

Do you maintain an office in your home or give private lessons, such as music lessons?

   

Would it cost more to rebuild your home at today's prices than is covered by your current insurance?

   

Have you remodeled your home recently? Do you plan to in the near future?

   

Does our agency insure all the autos in your family? (only one)

   

Would you like to review the current limits and other coverages on your vehicles to see if they still suit your needs?

   

Do you have a vehicle, not your own, furnished for your use?

   

Do you own a boat? If so, what horsepower? ______ Size?______ Where used?____________________________________

   

Do you own any camping or recreational vehicles (including electric or gasoline-driven golf cart or trailer)?

   

Do you own any rental or investment property?

   

Do you or any member of your family own a business?

   

Do you have a Retirement Plan? Do you want more information? _____

   

Within the next year, would you be interested in discussing Life insurance? or ________________________________________

   

Do you have income insurance in case you are sick or hurt?

   

If you are a self-employed professional, do you have professional liability and malpractice coverage (CPA, doctor, lawyer, psychologist, drug counselor, etc.)?

   

Do you think your liability limits should be increased?

   

Are you concerned about estate tax liability if you were to die prematurely?

   

Do you have a mortgage cancellation policy?

   

Do you plan to buy a new home (or mobile home) this coming year?

   

Do you plan to start a new business in the near future?

   

Do you own a swimming pool?

 

Name ____________________________________________________________

Address___________________________________________________________

_________________________________________________________________

 Current phone ( ) ___________________________________________________

Login or Register (for FREE) to gain access to thousands of other great articles.

There are no comments posted.
Search Articles/Libraries 
Select a Category
Choose a Content Package
Content Packages 
  • ~/Upload/Images/ContenPackages/editor@completemarkets.com/imms_logo.png
    This article is part of the IMMS Library, which contains more than 2451 documents published by industry-leading authors.