Customize PIC Documents to Include for your business. Add your Logo and Contact Information.
 
Building a PIC (Personal Information Center) notebook will make it easier for your clients to collect all the important information on their family, home, finances, and medical in one place, so that in an emergency or even during a routine move, they can take their PIC and go. They can use it to keep the bill paying organized and will be a resource if the primary bill payer needs someone else to take care of the finances.
 
This notebook can either start as a hard copy (paper) notebook or an electronic file. They may create both eventually but should start with the format they feel will be easiest for them.
 
These section checklists (PIC Documents to Include) will guide them on which documents to include in each section. The tabs include Bank Accounts, Bills, Credit Cards, Insurance, Investments, Medical, Pets, Property, Safe-Deposit Box, Wills & Directives, and others that you determine.
 
Please provide your logo and contact information that you want on the document. Allow 2 weeks for the personalized checklist to be created and emailed back to you in a PDF. It usually takes much less than 2 weeks but just in case we're taking our own advice and are on vacation.
 
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