What is Insurance Lockbox?
Insurance Lockbox is an online secure
location for the storing of personal information about:
- Insurance policies
- Checking accounts
- Brokerage accounts, Mutual Funds, and Retirement
Accounts
- Real Estate
- Personal Property (Cars, Boats, RV’s, Four-wheelers,
Trailers, etc.)
- Professional Service Providers (Doctors, Lawyers,
Financial Advisors, Stock Brokers, Accountants, etc.)
- Location Information on Wills, Tax Returns, Mortgage
Documents, Deeds, Birth Certificates, and Marriage Licenses
- Personal Health Information on Prescription Drugs,
Pharmacists, Doctors, etc.)
- Final Wish instructions and burial information
As you can see, the list is endless.
Insurance Lockbox provides safe, online storage for your important
information.
Why can’t I just make a spreadsheet
and record all the information that goes into Insurance Lockbox and
keep it in some secure location myself?
Have you ever seen an unclaimed property
list printed in your local newspaper? The fact is that millions of people
every year fail to include, remember, or record very valuable information.
Also, most people have information stored in many different locations.
Some of us even try to rely on memory instead of writing it down. Many
events and circumstances change during our lifetime and so do policy
numbers, insurance companies, amounts, and beneficiaries. When important
information is scattered it often fails to get recorded or changed promptly.
Think of this: If you were unable
to or not here to retrieve critical information, how would a key person
in your life be able to locate all the data that you needed and retrieve
it in timely manner? Insurance Lockbox answers all these questions
and more.
What is the cost of Insurance Lockbox?
The cost is $59.95 per year, paid annually
by credit card (Master Card and Visa accepted). Contact
us for group rate discounts for your company or organization.
How can I be sure
that Insurance Lockbox will be a safe, protected, and secure location
for my important personal information?
We designed Insurance Lockbox to be
a trigger that reminds you of your important insurance policies, accounts,
and service professionals. It does not contain information useful to those
who are unwanted or uninvolved. We don’t ask for your social security
number. We also don’t record the complete numbers of your checking
account, brokerage accounts, or credit card accounts. We don’t ask
for user IDs or passwords. Our goal is to provide the person you trust
an easy and quick way to recall:
- Who to contact
- What you have
- Where it is located
- How to find it
To make our website safe, first we use
secure web servers and data encryption. Second, the personal information
we store is not sufficient for identity theft (because we don't
want your social security number or complete account numbers). Therefore,
even if someone were able to overcome all the safety barriers and security
features of Insurance Lockbox, the information available to them would
be practically useless.