Personal Assets Calculator

The purpose of this exercise is to help you quickly determine what amount of assets you have exposed to risk. Your umbrella coverage limit should be enough to protect your total assets.

Personal Assets Calculator

  • Current equity in your home. Market Value less outstanding mortgage.
  • Furniture, second homes, other property, other vehicles or boats, etc.
  • 401(k), IRAs, education funds, trust, stock/bonds, etc.
  • Bank account balances
  • Current salary X remaining working years

If you would like to discuss your results with your Account Manager, you can reach us at 781.444.3050 or [email protected].