Prepare for a personal liability conversation

YOUR NEXT STEP

Bring the details. Bring your questions.

1. Gather current home, auto and other relevant policy documents.
2. Note the properties, vehicles and household activities you want to discuss.
3. Write down changes since your last review and the questions they raise.
4. Ask which existing policy details the team needs for an umbrella discussion.
5. Use the umbrella intake or contact the team to review your situation.

These steps prepare a conversation. For guidance on your own coverage or claim, contact your advisor or carrier directly.