Financial Information Booklet
A Summary of Personal and Financial Affairs

The Financial Information Notebook (FIN) is a document to help you keep a concise record of your personal affairs, financial information and other documents. It is categorized into three sections: 
Section 1 gives information which might be needed quickly: family contacts, doctors, key advisers, etc. 
Section 2 covers your financial affairs: assets, insurance policies, investment, pensions, mortgages and other liabilities. 
Section 3 covers other confidential information like your will, funeral arrangements, etc. 

Please click on the PDF logo to download free copy of the Financial Information Booklet

Please remember to forward this important booklet to your friends,

colleagues and family.

Post Car Accident Checklist - List of information that be collected at an accident scene

Since many records are now confidential under the law, you probably may not be able to get all the needed informations from DMV or Insurance Company. So be sure to get as much correct and detailed information at the accident scene. Below please find Post Car Accident Check List, refer Page 2 for a printable copy of the checklist that you can keep at your glove box. Knowing that you are taking the proper steps to protect yourself after an accident could help you be calm in an emergency situation.   

Please click on the PDF logo to download free copy of the Post Car Accident Checklist.

Please remember to forward this important booklet to your friends,

colleagues and family.

Contact Us


Seniors Insurance, Life Insurance
Children's Education Savings Plans
Diabetes Smokers Seniors Insurance
Critical, Chronic, Terminal Illness
Fixed Annuity, Retirement Savings

​RIJU R. SAM    Life Insurance & Retirement Plans  Licensed Agent   CA Lic: 0G49979  

Tel: 818-275-1019  Email:

Disclaimer: The information contained in this website are for illustrative and educational purposes only. Policy coverage under any insurance policy is expressly subject to the conditions, restrictions, limitations, exclusions and terms of the policy documentation issued by the insurer. Availability of this program is subject to each state's approval and coverage may vary by state. Product terms, conditions, and exclusions not described in this web site may apply. All quotes and rates are for illustration purposes only. Actual premiums and coverage will be based on age, gender, health history, certain underwriting criteria, state of residence, medical exam and tobacco usage. All guarantees are based on the claims-paying ability of the insurer. While we use reasonable efforts to include accurate and up-to-date information, we make no warranties or representations regarding insurance policy features as insurance companies may change their product, rider features, state availability, coverage conditions, etc at any time with or without notice. Please ask about your state availability, issue conditions and exclusions of a particular insurance product before any insurance policy is purchased.