My Personal Financial, Investment and Insurance Records, serves as a comprehensive resource to locate and organize all your personal and family assets. Within this "Financial Passport", you can record details regarding investments, insurance policies, real estate, security holdings, bank account numbers, safety deposit boxes, and important documents — everything your family will need should you become disabled or pass away. This complete catalogue of financial assets is also invaluable in the event of divorce or attempted identity theft.
In the event of disability, death or divorce, My Personal Financial, Investment and Insurance Records can provide you or your family with invaluable information for asset discovery. Additionally, it is vital in preventing identity theft from such common events as a lost or stolen wallet. This "Financial Passport" provides immediate access to information needed to rebuild.
A safety deposit box is the best place for permanent records such as birth and marriage certificates, insurance policies, property and real estate papers, automobile titles, wills and divorce records. We recommend purchasing two "Financial Passports", one to be kept in a convenient but secure location at home, and one in your safety deposit box or fireproof safe. Make sure that at least one close family member knows where to find it.