How Strong Is Your
Safety Net?

Does everyone in your household have health coverage right now?

In the last 12 months, has someone checked that your plan still covers your doctors and prescriptions?

If something happened to you tomorrow, would your family have enough to cover final expenses and keep paying the bills?

Do you know how much life insurance you have, and are your beneficiaries up to date?

Do you have a written plan for the income you'll live on in retirement?

Do you know roughly what healthcare will cost you each year once you retire?

Has anyone checked whether you, or a parent you help, qualify for help with Medicare costs or prescriptions?

If you or someone in your family served, have you checked the Veterans benefits you may be owed?

Does someone review your coverage with you every year, without you having to remember to ask?

If you run a business, does every call get answered and followed up, even when you can't pick up the phone?