Important Insurance Docs to Keep Track Of

Thursday, 08 April 2021

Important Docs

One of our #core #values at Clevenger Insurance is to think long term. We realize that no one wants to talk about worst-case scenarios, but it’s our job to #educate you on what is needed in case of a medical emergency!

Not everyone in your life is aware of what type of health insurance plan you have, or where any of your important documents are that would be needed if calamity were to strike. That’s why it’s so important to appoint an advocate, or someone you trust in your life, to hold all this information for you if you are ever not able to present it yourself.

Here is a list of important documents that we recommend making copies of and sharing with your appointed advocate or loved one:

  • Driver’s license
  • Health insurance plan docs and ID card
  • Social Security card
  • Life insurance policy docs
  • Living will
  • The name of your insurance agent

If you would like further assistance on how to think long term in case of a medical emergency, give Clevenger Insurance a call today at 574-267-2181.

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