Gift Book - (Page 26) Giving You A Little Extra Insurance Set up a Qualified Tuition Plan or a 529 Plan for tax deferment and savings to finance your child’s education. It’s a good idea to keep all of your insurance information in one place. Use the following worksheet to help keep everything in order: Check out http://finance.welcomewagon.com Insurance Information Use this chart for easy reference Insurance Carrier Policy # Agent Phone Renewal Date YOUR PERSONAL RESOURCES Protecting Your Identity As identity theft rises, maintaining online account and password security becomes crucial to protecting your lifestyle. Here is a handy grid where you can keep all your online account info in one place for reference: Online Information Use this chart for easy online account reference. Website User Name Password 26 http://finance.welcomewagon.com
For optimal viewing of this digital publication, please enable JavaScript and then refresh the page. If you would like to try to load the digital publication without using Flash Player detection, please click here.