Auto Homeowners Umbrella Earthquake Commercial

Disasters are sad fact of life. While you hope you will never be a part of one, you should be prepared
to recover should the unimaginable ever happen. Here are some tips that can help you get your finances
in order to re-establish your life.

Paperwork-Make copies, front and back, or get duplicate originals of your essential documents: 
  • Driver's License
  • Social Security Card
  • Financial Records
  • Credit Card Information
  • Vehicle Records 
  • Leases
  • Property Titles
  • Life Insurance Policies
  • Tax Records
  • Medical Records
  • List of Contact Numbers
If you are tech-savvy, you can use your smart phone or scanner to scan images of all your important papers. You can save to a file on your computer, burn to a disc and/or to a thumb drive. You may want make a second copy and give to a trusted friend or relative or store in a bank safety deposit box.

If you prefer paper copies, get a binder and some plastic covers to protect your documents. Put copies of each your important papers in a plastic cover. Again, you may want to make 2 copies and store one off site.

Remember-An Ounce of Prevention will save you a lot of hassles incase of an emergency.

Click the image to download a "Financial Document Check List"
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21021Ventura Blvd., 215                        9655 Granite Ridge Road, 200 
Woodland Hills, CA  91364                    San Diego, CA 92123  
Phone (818) 380-1700                             Phone (858) 737-6335
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