An annual review of your current coverages and developing needs can provide the peace of mind that comes from financial security.

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Your Annual ‘Insurance Exam’
Doctors encourage us to get
physical exams every year to
make sure we are
maintaining good health and
to catch any new issues while
they are still small.
Did you know that a similar
approach to insurance can
also be beneficial? An annual
review of your current
coverages and developing
needs can provide the peace
of mind that comes from
financial security.
This checklist can help jumpstart a self-examination. A few things to consider:
• Have you added improvements that increased the value of your home?
• Do you have a current written inventory and/or video of all valuables kept in
your home?
• Does your auto insurance provide adequate coverage to maintain your
lifestyle and independence in the event of an accident or other damaging
event?
• Has your family situation changed in any way that might affect your thinking
on proper life insurance levels?
• Have your circumstances changed so that you might be able to lower
premiums by taking on higher deductibles without putting your financial health
at risk?
• Could you find potential savings by bundling different coverages with a single
provider?
These are just a few questions worthy of annual consideration. As an agent
with expertise in many different lines of insurancewe would be happy to help
you think through your options. Whether with us or on your own, we

2. Steely & Smith Insurance | (215) 345-9410 | http://steelyandsmith.com
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encourage you to plan an annual insurance checkup very soon.
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Steely & Smith Insurance
3662 Route 202
Doylestown, PA 18902
(215) 345-9410
http://steelyandsmith.com
robin@steelyandsmith.com