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Team Cocco Financial Planning

Current Overview Assessment

IFR Module 213 -- Protection Assessment Grid

Rate your current protection status across all major categories. For each item, select: No Protection (red), Under Protected (yellow), or Optimal Protection (green). Items that don't apply to you can be marked N/A.

Client Information

Protection Assessment Grid

Protection Category No Protection Under Protected Optimal N/A
Property & Casualty
Auto Insurance
N/A
Homeowner's / Renter's
N/A
Umbrella / Excess Liability
N/A
Disability & Health
Disability Income
N/A
Medical / Health
N/A
Long-Term Care
N/A
Legal Documents
Will
N/A
Trust
N/A
Power of Attorney
N/A
Living Will / Healthcare Directive
N/A
Buy & Sell Agreement
N/A
Life Insurance
Life Insurance
N/A
Overall Protection Score
0%
Complete the assessment above
No Protection
Under Protected
Optimal
N/A
No Protection
0
items
Under Protected
0
items
Optimal Protection
0
items

Priority Action Items

Team Cocco Financial Planning · Largo, FL