21901 NE Halsey St. Ste 203, Fairview, Or. 97024

info@trevinwebbinsurance.com

(503) 667-2820

 

Liability Exposure “Snapshot” Worksheet

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The definition of a Liability Exposure is a condition or situation that presents the possibility of an organization, family or individual, becoming legally and financially responsible for injury, harm, or damage to another party.

DECLARATION OF ASSETS – (CONFIDENTIAL)

First Name(Required)

REAL ESTATE (Market Value - Mortgage = Equity)

Type

Market Value

Mortgage

Equity

Home
2nd Home / Land
Rental Property
Business Property

INCOME / FUTURE WAGES

(Potential Wage Garnishment Above = 25% of 10 years Household Annual Income)

PERSONAL PROPERTY

(Just estimated values only)

INVESTMENTS / RETIREMENT ASSETS

LIFE INSURANCE

Name

Term

Permanent

Employer Life

Total Assets at Risk:

(For your records and or your insurance professional)

Disclaimer: The calculations above are just an estimate. Your actual liability exposure could be higher than the calculations. It would be my recommendation, to review this with your insurance professional or financial advisor.

*It is not the business practice of the Trevin Webb Insurance Agency to sell or provide your personal information to any outside entities. The information provided is strictly confidential.

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Insurance Services We Offer

Having the proper insurance package is one of the most important decisions your family can make. That’s where Trevin & his team can help. Helping families like yours isn’t a job, it’s a commitment.

Auto Insurance

Life Insurance

Renters Insurance

Business Insurance

Motorcycle Insurance

Boat & Recreation Insurance

Umbrella Insurance

Retirement Solutions

Healthcare

Auto insurance

Home Insurance

Life Insurance

Renters Insurance

Business Insurance

Motorcycle Insurance

Boat & Recreation Insurance

Umbrella Insurance

Retirement Solutions

Healthcare Insurance

Words From Our Customers

Our Insurance is Transparent, Fair, And Simple

The Trevin Webb Insurance Agency can help you select the best insurance coverage for your needs. There are several different types of insurance products available and the decision can be overwhelming.

Our Insurance is Transparent, Fair, And Simple

The Trevin Webb Insurance Agency can help you select the best insurance coverage for your needs. There are several different types of insurance products available and the decision can be overwhelming.