My Documents inc.

Financial Insights

Oftentimes our most vital financial information ends up scattered in various locations in our homes and offices. If you or your spouse were suddenly unable to handle these affairs, would the other or someone close to you know where to find the information in order to take care of the family’s assets and financial responsibilities? My Personal Financial, Insurance and Investment Records offers a single location to record the whereabouts of all your financial accounts and important documents.

When choosing to purchase My Personal Financial, Insurance and Investment Records please consider the following:

• Should your purse or wallet be stolen, your credit cards could be charged to the limits and bank accounts drained by the time you’ve tracked down the account and telephone numbers to cancel and close them. By purchasing our "Financial Passport" and recording all of your information in one location, an unpleasant task can be completed with relative ease.
• In the event of illness or death in the family, there is no need for bills to go unpaid while assets remain unclaimed. My Personal Financial, Insurance and Investment Records provides entries to record financial obligations and account numbers as well as all types of asset locations.
• Documents such as wills, insurance policies, marriage and birth certificates and adoption papers can become vital and time-sensitive information in crisis situations. Convenient copies as well as secured originals of these documents are quickly and easily located by using the Asset Documentation Locator within My Personal Financial, Insurance and Investment Records..
• With identity theft on the rise, it is more important than ever to keep accurate and detailed records concerning your financial accounts and location of valuable documents. My Personal Financial, Insurance and Investment Records will quickly assist you and any authorities in resolving such an incident, before irreversible damage is done.
• My Personal Financial, Insurance and Investment Records can save hours of valuable time by providing you with account data to check balances, make payments or move funds.