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Anderson & Murison Wholesale Insurance Services 800 West Colorado Blvd., P.O. Box 41911 Los Angeles, CA 90041 – Lic. # 0323106 Voice 800 234 6977 FAX (323) 255-0957 www.andersonmurison.com How Much Do You Have in Assets? The Personal Umbrella Policy represents one of the best values in insurance. Compare the costs and limits of your auto policy to the cost and limits of a Personal Umbrella Policy. You have worked hard to build your assets. Isn’t the cost of a Personal Umbrella worth your peace of mind in knowing that your assets are protected? Assets at Risk* CASH: POTENTIAL LIABILITES: Checking: Total Assets: Savings: Auto Liability Limit: Certificates of Deposit: Assets – Auto Liability Limit = Life Ins. Cash Value: Uninsured Assets: Other: Total: Total Assets: Homeowner Liability Limit: INVESTMENTS: Assets – Homeowner Liability Limit Mutual Funds: Uninsured Assets: Stocks: Bonds: Treasury Bills: UM COVERAGE Other: Total: Covered: Medical Insurance: PERSONAL: Disability Insurance: Home(s): Total: Car(s): Art & Collectibles: Not Covered: Jewelry: Lost Income Not Covered by Disability: Furnishings: Insurance Co-Pay / Deductible: Other: Total: Total: Net Loss: RETIREMENT: Pension Value Today: Tax-Deferred Accounts: FUTURE EARNINGS: TOTAL ASSETS:
