Liability Exposure Worksheet - Jim Wilkinson Agency

About you

Fill this in, then press Submit at the bottom. It goes straight to our office. Nothing to download or email. Estimates are fine.

Your full name

Date

Best phone (optional)

Real estate

Market value minus mortgage balance equals your equity. Leave blank what doesn't apply.

Home - market value

Mortgage owed

Equity

2nd home / land - market value

Mortgage owed

Equity

Rental property - market value

Mortgage owed

Equity

Total equity$0

Personal property

Estimated value of each.

Art

Jewelry

Autos

Collectibles

Boat / rec. vehicle

Other

Total$0

Income

Annual income x 10 years, divided by 3, is the potential wage garnishment.

Primary annual income

Potential garnishment

Spouse annual income

Potential garnishment

Investments / retirement accounts

Savings

Business assets

Bank CD's

IRA

Annuities

SEP

Stocks / mutual funds

401K

Life insurance cash value

Other

Total$0

TOTAL ASSETS AT RISK$0

For discussion purposes only. Estimates are self-reported and are not an appraisal or a guarantee of any coverage or outcome.

Other coverage to consider

Check anything you would like a quote on. No obligation, and we will follow up.

QUOTE ME PLEASE: Mortgage protectionLife insurance designed to help cover your mortgage payments, or pay off the loan, if something happens to you.

QUOTE ME PLEASE: Flood insuranceStandard homeowners policies don't cover flood. If you live near water, or just want the peace of mind, ask us for a flood quote.

QUOTE ME PLEASE: Earthquake insuranceEarthquake damage is excluded from standard homeowners policies. A separate earthquake policy can cover your home and belongings.

QUOTE ME PLEASE: Jewelry & fine artsStandard policies have low limits for jewelry, watches and art. Scheduling an item can cover its full appraised value.

QUOTE ME PLEASE: Boats, RVs & other toysBoats, snowmobiles, motorhomes, motorcycles or ATVs, or thinking about buying one? Let us know.

Anything else you'd like us to know? (optional)

Leave empty

Questions? Call or text (206) 363-1503. Coverage availability, terms and limits vary by policy and state. A quote request is not a binder or a guarantee of coverage.