Home > Our Approach > Individual, Family & Passions > Individual & Family > Risk Management Form Risk Management Update Name (required) New email or telephone number? Please provide us with any new contact information from the past year. NameTelephoneEmail Preferred method of communication (check one)TelephoneEmailStandard Mail To ensure your personal risk management program has properly kept pace with your lifestyle, please take a moment to consider the changes since we last reviewed your program. Please check the items below that apply to you and your family PROPERTIES checkedPurchased or sold property, rental or investment (including for your children away at school) checkedRenovated home or the addition of new structures such as a pool, stable, garage, greenhouse, sports court or fence checkedVacated home, rented to others or other change of occupancy checkedTitled real estate in the name of a trust, LLP or LLC checkedChange in mortgage or refinance checkedFortified your home with hurricane mitigation improvements— hurricane shutters, wind impact resistant windows, new roof, etc. Additional home safeguards (check all that apply): checkedFire and/or security alarm system, sprinklers checkedLightning surge protection checkedPermanently installed generator checkedWater detection checkedPerimeter monitoring system checkedExternal perimeter security checkedHome safe checkedOpened home-based business PRIVATE COLLECTIONS checkedAcquired or sold jewelry, fine arts/antiques, wine cellar or other valuables checkedMoved items to bank vault or art storage facility checkedLoaned item to a museum or contracted with a gallery VEHICLES checkedAuto possible credits: blind spot monitoring, lane departure monitoring, hybrid, auto braking, low mileage, garaged, ABS, alarms checkedAcquired, sold or changed automobiles, including the use of company vehicles checkedTeenage driver discounts: good student, driver training credit, child away a school over 100 miles without a car, completed defensive driving course checkedRetitled vehicle, including name of LLC or corporate entity checkedAcquired or sold boat, jet ski, recreational vehicle, dirt bike, ATV, golf cart, aircraft or share of ownership, etc. checkedHave regular drivers who are not listed on my auto policy, such as a nanny, maid, groundskeeper or pilot WATERCRAFT checkedAltered or add operations (Captain or crew) checkedAltered navigational territory or mooring location checkedUpdated severe weather plan checkedPurchased new tender or toys checkedUsage change (charter?) DOMESTIC STAFF checkedNeed to perform background check on domestic staff checkedNeed to add domestic staff as operator to automobile policy or write renter’s policy (live-in) checkedNeed to explore domestic worker’s compensation, employment practices or health care coverage checkedReview renter’s policy for live-in staff checkedReview job description/create handbook AVIATION checkedNeed to alter/add pilots or change usage of aircraft checkedNew or changed hangar checkedUsage change (charter?) checkedPurchased a Drone ASSET & INCOME PROTECTION checkedHave a continuity plan in place in the event of a death, disability or long term health issue checkedRecently had your existing life insurance, disability insurance, and long-term care policies reviewed checkedRecently evaluated your individual and family estate planning and life insurance strategies to ensure the efficient transfer of wealth checkedHave key person insurance for your business checkedHad a buy/sell insurance and operating agreement review for your business checkedHave a need to review operating agreement to ensure sufficient life insurance and disability is in place to fulfill the agreement in the unfortunate event of a death or disability LIFE CHANGES AND PLANS FOR THE COMING YEAR checkedChange of name, marital status or living conditions checkedChild to obtain driver's license, leave for school, leave the household checkedPlanning large event, e.g., wedding, birthday party, charity event at home checkedServe on new board of directors or named a trustee of an estate checkedTravel extensively (need for emergency medical evacuation) checkedNew family pets, horses or exotic animals Other checkedPersonal liability limits are not adequate to protect my personal assets checkedServe on a board & would like to discuss my personal asset exposure checkedEmploy or are potentially hiring domestic staff, e.g., nanny, maid, groundskeeper, pilot checkedHave additional personal insurance with another insurance agent checkedWould like to consider higher deductibles to lower premium RISK MANAGEMENT AND SAFETY COUNSEL Please let us know if you are interested in learning more about any of the following topics. checkedFlood checkedDomestic staff checkedTravel security checkedCatastrophe planning checkedWhat to do in the event of a claim checkedProtecting your children checkedTeenage children checkedBoard participation checkedUmbrella liability checkedIdentity theft protection checkedWater prevention checkedArt loss prevention checkedElectronic policy delivery checkedOnline document storage checkedDirectors & Officers board audit checkedContents inventory checkedHurricane planning assistance for home or boat HOLISTIC INSURANCE AND RISK MANAGEMENT Please let us know if you are interested in learning more. checkedCommercial insurance checkedEmployee benefits checkedLife insurance, Key-man, Buy-sell checkedIndividual medical or dental checkedIncome and Asset protection Alternative contacts? Please provide us with the name of those authorized to make policy changes on your behalf. Authorized Insurance Representative Name*: Relationship to clientTelephoneEmail Authorized Insurance Representative Name*: Relationship to clientTelephoneEmail *I understand that I am electing another party to conduct business on my behalf regarding my private insurance program. It is my responsibility to notify Baldwin Krystyn Sherman Partners in a timely manner if/when this person is no longer authorized to handle my insurance program. How likely would you be to recommend BKS-Partners to a friend, colleague or business? VeryLikely NotLikely 109876543210 COMMENTS Please type in:
