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.


Life Changes
Home Policy Review

Auto Policy Review

Liability Coverage Review: The following questions are to review potential liability claims against you and so we can advise you of proper limits for your protection.

Do you have a trampoline, skateboard ramp or swimming pool? If so, please advise which of these you have.
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?

Events & Educational Opportunities
Discounts