Is your Insurance Checklist Complete?

We are all aware of the importance of key insurance needs such as car, home and health. However, when I meet with people for financial coaching, we will talk about often overlooked insurance needs. Insurance such as Renter’s Insurance and Life Insurance may leave you vulnerable to a high risk of loss if not adequately covered.

Your personal property generally is not covered should your rented dwelling suffer fire, flood or other damage.

The financial future of your family may be at risk should you or your spouse pass away.  Considering debt, assets, age of children and needs of your partner or spouse is important.  Life Insurance may help provide for the future financial needs of your family if the unexpected happens.

Did you know Tucson Federal Credit Union offers insurance products through Tucson Federal Credit Union Insurance Agency?

Our products not only include Life Insurance and Renter’s Insurance, but additional insurance needs such as Pet Insurance and ID Protection.

To learn more, visit our insurance page HERE.

When providing financial coaching, it is my goal to share resources for all areas of financial needs and provide guidance that includes questions to ask other professionals in their areas of expertise.  Understanding your needs, asking questions, and knowing exactly what products and services you purchase, are key.  It is my goal to help empower people to understand, be knowledgeable, and create a personal plan that will help them achieve their financial goals.

If you would like to meet, CLICK HERE to schedule your Personal Financial Coaching session.

Lisa Atkinson
TFCU | Personal Financial Coach
latkinson@colleensflowercellar.com

As a Personal Financial Coach, I do not provide legal or tax advice. Tucson Federal Credit Union does not guarantee that this service will achieve any particular objective or outcome. For any legal advice, please seek the advice of an attorney or tax professional.