• Consumers


  • Producers/Agents


  • Companies


Personal Financial Statement - Current Net Worth


ASSETS

Home (Full Market Value) __________

Business __________

Other __________

LIFE INSURANCE

Cash value of your life insurance __________

Cash value of family members' life insurance __________

CASH OR EQUIVALENT FUNDS

Cash in bank __________

Emergency fund __________

Permanent savings __________

Checking account __________

Money market fund or certificates of deposit __________

Pension plan __________

INVESTMENTS

Bonds __________

Stocks __________

Mutual funds __________

PERSONAL PROPERTY

Home furnishings __________

Car __________

Jewelry, clothes, silver, china, furs, art, etc. __________

Miscellaneous __________

LIABILITIES

Mortgages __________

Installment loans __________

Education loans __________

Other loans __________

Charge accounts __________

Other debts __________

TOTALS

TOTAL $ __________

TOTAL ASSETS $ __________

TOTAL LIABILITIES $ __________

NET WORTH $ __________