Size Up Your Situation

RulerThink about your comfort level with the decisions you’ve made to this point related to insurance. Rate yourself on the following using the Insurance Plan Worksheet.

  • What is the level of risk in your life? 
  • Do you or family members have health needs that regularly must be addressed? 
  • Do you engage in risky hobbies or behaviors? 
  • How confident are you that you could cover financial losses from a catastrophic event? 
  • Do you worry that you would be financially stressed in the event of a disaster?
  • How much do you have in emergency savings to cover mishaps or medical costs? 
  • For what period would your savings cover your expenses? 
  • How satisfied are you with your current insurance company, agent or plan(s)? 
  • Would an adjustment to any one of these save you money or make you feel more secure? 
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