Do You Actually Know What You're Covered For?

Most people can't name their deductible, their exclusions, or whether their coverage still matches their life. This worksheet walks you through all three.

The free worksheet covers:

• A one-page inventory of every policy you hold — amounts, deductibles, renewal dates
• The three questions to ask of every policy, including the one that gets claims denied
• Stage-by-stage checklists: single, couple, parents, homeowners, approaching retirement
• A gap list to take to a licensed agent, so the conversation starts with your questions

General information only. Not insurance advice and not a recommendation of any policy or insurer — rules vary by state, so confirm anything specific with a licensed agent or your state insurance department.