protection planning
Reader Resources
Build Your Protection & Preparation Habits
Insurance Coverage Audit
A guided audit of the insurance coverage most adults need: health, life, disability, long-term care, and property and liability. Use it to inventory what you have, identify gaps, and confirm your coverage still matches your situation. Review it once a year and after any major life change.
15-Minute Fraud Protection Audit
A quick check of the four shields that protect you from financial fraud and identity theft: digital security, simplification, cognitive protection, and partnership and recovery. Use it to find weak spots in your current setup before someone else does. Review it quarterly or after any major life change.
48-Hour Fraud Response Plan
A step-by-step guide for the first 48 hours after discovering identity theft, fraud, or account compromise. The plan walks through stopping losses, creating a paper trail, securing access, and documenting everything you do. Keep this one ready before you ever need it.
Start Where the Risk Is Greatest
Protection can feel like there's always something more to do. Begin with the Insurance Coverage Audit to see whether your coverage still matches your life. The 15-Minute Protection Audit is a quick way to spot weak spots before someone else does. Keep the 48-Hour Response Plan close, so it is ready if you ever need it. Review the audits once a year and after any major life change.
~Lynn
