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Request an Insurance Review

HFS Insurance Review

Please thoroughly complete the following review form.

Your advisor will review this form and your account in detail and be in touch with you soon with any additional questions, recommendations and/or changes that need to be made.

Name This field is required.

Phone Number This field is required.

Email Address This field is required.

Life Changes

I/We have had a change in marital status

I/We have purchased a new home or property

I/We have purchased or sold a new vehicle

I/We have had a job change

I/We have welcomed a new child or grandchild to our family in the last 6 months

I/We have recently turned 59 ½ or will within the next 6 months

I/We will be applying for social security benefits in the next 6 months

I/We have recently turned 72 or will within the next 6 months

Other

None Apply

Home Policy Review

I/We have you remodeled our home or added structures in the last two years, that we have not already discussed

I/We have taken pictures or done a video recording of your household contents

I/We have high valued property that needs coverage (ex: jewelry, gun collection, etc.)

I/We have concerns regarding Earthquake coverage?

Other

None Apply

Do you have any other concerns or questions regarding your home coverage that you would like to have discussed with HFS?

Auto Policy Review

I/We have new drivers in our household

I/We have had someone move into our household that is a licensed driver

I/We would like to consider increasing the rental vehicle limit amount on our policy. Please contact me with a quote.

I/We would like to consider adding roadside assistance on our policy. Please contact me with a quote.

Other

None Apply

Do you have any other concerns or questions regarding your auto coverage that you would like to have discussed with HFS? This field is required.

The following questions are to review potential liability claims against you and so we can advise you of proper limits for your protection. PLEASE SELECT THOSE THAT APPLY TO YOUR HOUSEHOLD:

Liability Coverage Review

I/We have large animals (horse, goat, dog) in the household

I/We have a trampoline

I/We have a skateboard ramp

I/We have a swimming pool (above ground or in ground)

When reviewing your liability limits for your auto and home policies, it is important that we ensure they are adequate to protect you and your family’s assets, both current and future. These assets may include, but are not limited to, current income, future income earning potential, retirement accounts, property and cash / bank accounts, etc.

Considering your household income and net worth, which of the following limits do you feel would appropriately protect you and your family’s assets in the event of a claim?

100,000 per person

250,000 per person

500,000 per person

1,000,000 per person

Over 1,000,000 per person

I/We don’t know. Please have a representative help me determine what is adequate for my situation.

Other

Do you have any other concerns or questions regarding your liability coverage that you would like to have discussed with HFS? This field is required.

Events & Educational Opportunities

I am interested in attending an event or educational program for financial planning. Please contact me!

Social Security

Reducing Losses in a Volatile Market

Financial Literacy Program

Budgeting / Financial Plan 101

Estate Planning

I have specific concerns or need help and would like a phone call from the financial planning department

None Apply

Discounts: select the following that may apply to your household or that you are interested in

Good Student: full-time students with 12+ credit hours receiving a 3.0+ gpa are eligible

I/We have replaced our roof in the last 5 years

I/We have replaced our heating/cooling system(s) in the last 5 years

I/We have a protective device system for burglar and/or fire monitoring

Life Insurance: 5–10% discount on auto and home premium depending on policy type

Defensive Driving: Drivers over the age of 55, with no violations or claims in the last three years, are eligible to take a defensive driving course to receive a discount.

I/We have other discount questions

None Apply

Do you have any other questions, concerns or comments you would like to share with us?

Leave this field blank

Registered Representative of and securities offered through Securities Management & Research, Inc. (SM&R). Member FINRA/SIPC. Investment advisory services offered through BFC Planning, Inc. Hogan Financial Services, American National family of companies, BFC Planning, Inc. and SM&R are independent entities. Our firm does not provide specific tax/legal advice and this information should not be considered as such. You should always consult your tax/legal advisor regarding your own specific tax/legal situation. Separate from the financial plan and our role as a financial planner, we may recommend the purchase of specific investment or insurance products or accounts for which we may receive a commission. These product recommendations are not part of the financial plan and you are under no obligation to follow them. Life insurance products contain fees, such as mortality and expense charges (which may increase over time), and may contain restrictions, such as surrender periods.

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