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What You
Need

When You
Need It.

   

 Insurance Documents

 

Life Insurance

  • Joe's Met Life policy - copy $250,000
  • Jane's Met Life policy - copy $250,000
  • Joe's Ameritas term policy - copy $500,000

Disability Income Insurance

  • Joe's Golden Rule policy - copy

Health Insurance

  • Copy of company benefits - Joe
  • Copy of company benefits - Jane

Long Term Care Insurance

  • None in force -- Think about it!

Property and Casualty Insurance

  • State Farm home owners
  • State Farm Auto

Liability Insurance

  • State Farm umbrella liability rider
 

 

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Financial Counselors of VA is an independent Registered Investment Advisor based in Portsmouth, VA, providing
fee-only financial planning services and investment management advice to individuals and families since 1985.

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