Mark Strauss
Independent Insurance Advisor

 

Home Page Personal Insurance Umbrella Personal Umbrella Worksheet
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How much do you have in assets? Assets that are uninsured are, essentially, insured by you and can be included in a large liability settlement. For example, if your total assets are $500,000 and your auto liability insurance limit is $300,000 you are left with $200,000 of uninsured assets. Use the worksheet below to total your assets and identify your uninsured assets.

ASSETS 
Cash:  
Checking: 
Savings: 
Certificates of Deposit: 
Life Insurance Cash Value: 
Other: 
  
INVESTMENTS: 
Mutual Funds:  
Stocks: 
Bonds: 
Treasury Bills: 
Other: 
  
PERSONAL: 
Home(s): 
Car(s) 
Art & Collectibles: 
Jewelry: 
Furnishings: 
Other: 
  
RETIREMENT: 
Pension Value Today: 
Tax-Deferred Accounts: 
  
FUTURE EARNINGS: 
TOTAL ASSETS: 
  
Total Assets: 
Auto Liability Limit: 
Assets - Auto Liability Limit = Uninsured Assets: 
  
Total Assets: 
Homeowner Liability Limit: 
Assets - Homeowner Liability Limit= Uninsured Assets: