Gather your insurance documents.

Starting today, you should work on organizing your important records–beginning with your insurance documents.  Gather all of your insurance records you can get your hands on:

  • Life insurance
  • Health insurance
  • Dental insurance
  • Vision insurance
  • House insurance
  • Flood insurance
  • Automobile insurance
  • Identity theft insurance
  • Short-term and long-term disability insurance
  • Professional insurance
  • Any other insurance such as legal insurance

(Obviously, you may not have all of these types of insurance.  I’m missing a few, and I’m very well insured.  It’s what you do when you worked for a personal injury attorney.)

I would also locate your home warranty documentation if you have a home warranty.  The goal is to make life easier on your loved ones should they need to deal with a catastrophic event.

Tomorrow, we’ll organize these and get them in a safe place.

Time required:  Maybe an hour.  We have new life insurance policies that just went into effect on the 1st, so we’re still waiting on those policy documents.  And while I had insurance cards readily available, getting health insurance booklets and dental and vision benefits declarations took a while to pull from the Internet.


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