The insurance binder must cite the date the binder goes into effect and the date it expires. If its a homeowner or commercial property insurance binder, the address and the total dollar amount of insurance should be clearly stated. Business card holders and sheet protectors are sold separately.įOR MORE INFORMATION ON THE (ENTIRE) PAPER SOLUTION® SYSTEM CLICK HERE. If its a car insurance binder, the make, model and vehicle identification number (VIN) are essential. They are shown and referenced in this sample binder only. There are NOT sheet protectors included with this binder. pdf files are not available when purchasing binders individually. pdf file of the binder contents so that you can print additional copies. If you need to update the information, or just need an additional page to track credit cards or retirement benefits, simply print another one and pop it into your binder. The binders hold 8.5 x 11 sheets of paper with the capability to add printouts from your CPA, articles you want to reference, or anything else you want to keep with your financial information. Financial prep sheet, family (adult & child) information sheets, personal documents and contacts, financial advisor contact information, insurance policy information, safe deposit box inventory, financial account inventory, debts and loans tracking record, credit card inventory, bill payment records, gift cards & reward tracking, travel rewards, retirement benefits, household inventory, and information on how to create a comprehensive household inventory.Financial Binder inserts (see below for details)Įach binder includes a workbook with the following full color pages:.One physical 2" D ring ONE touch deluxe binder.The Paper Solution Financial Binder is a physical 3-ring binder that will be shipped to you containing beautifully designed, full color forms and worksheets to help you record and track your financial information quickly and efficiently.
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