Continue from my previous post about insurance, I believe it is very hard for us to keep track the total number of policies we are currently paying for. I created a chart to summarise insurance policies of myself and my family members and I think it is useful to you too. Please feel free to modify to suit your needs.
If it is done properly, it tells you the total amount of protection under each categories as well as the amount of premium you paid per year for the coverages. On top of that, you can add in your advisor contacts and beneficiary details to make the excel sheet more complete.
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