Insurance and Financial Services. Your Financial Security Matters!

414-502-0972 OR 262-902-2877 CALL TODAY!

ONLINE QUOTES HEALTH INSU

Managin your Money

Are All Insurance Agents

Financial representatives

Home/renters insurance

Health Insurance

Disability Income Insuran

Education Savings

Types of Insurance

Are you Covered

Investments can help you

Shedding Light On Car Ins

What people want

Insurance Guaranty

Insurance Answers

The thought of a fire in

Safety preparation before

Driving Challenges

Habits of Financially Sec

Checklist

Checklist for a Insurance and Financial review
Have the following documents with you when you meet with me.I understand that not all of them may be applicable to you or that you may not have copies of everything, so gather as much as you can.
Not all of these items may be discussed in the first meeting, however, understanding your current financial situation and recommendations to protect you and your family's future.
Insurance Documents
Auto Insurance
Home Insurance
Personal Umbrella Insurance
Special Property Policies( e.g. jewelry, guns, furs high value items)
Commercial Policies (if business owner)
Life Insurance Policies
Bank and Investment Account Information
Bank account statement
Investment Accounts
C.D.s
Mutual Funds
Retirement Savings Programs
IRS
SEP/Simple
401k information
Keogh (hr-10)
403b
Additional Sources of Income
Other Employer-Sponsored Retirement Plan or Pension
Rental Income
Social Security Benefit Statement
Annuities
Other Information
Latest federal tax return
Latest state tax return
Existing will

Insurance and Financial Services
bekim@insuranceandfinancial.org
P.O. BOX 370312 Milwaukee, WI 53237
1105 Kilbride DR
Racine, WI 53402
United States
ph: 414-502-0972
fax: 262-752-0397
alt: 262-902-2877
bekimisone@yahoo.com

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