Insurance Forms

Assign the settlement proceeds of an insurance claim to a lender as security for a loan with this Assignment and Direction to Pay Settlement Proceeds form.

• The Assignment includes a direction from the borrower to the insurance company, to pay the lender any proceeds recovered in a settlement of a personal injury suit.
• The assignor makes certain warranties regarding the claim, as comfort for the lender and the insurer.
• The form is available in MS Word format and is fully editable.
• This is a generic legal form that can be used in most jurisdictions.

Assign your interest under a fire insurance policy with this easy-to-use Assignment Form.

• The assignor (usually a borrower) assigns its interest under a fire insurance policy to another party (usually a lender).
• The assignment would be used as collateral for a loan.
• The assignment form includes the consent of the insurance company.
• This is a generic legal document which does not contain country-specific language. The form is available as a downloadable and fully editable MS Word template.

Do you have enough of the right kinds of business insurance? This free Business Insurance Coverage Checklist will help you determine the types of insurance coverage you may want to consider for your company, including:

• general and product liability insurance,
• professional liability insurance,
• E&O liability insurance,
• motor vehicle and fleet coverage,
• business interruption insurance,
• cyber security coverage,
• boiler and machinery,
• equipment breakdown insurance,
• employee fraud coverage,
• many other coverage types.

The template is an Excel spreadsheet with columns to help you track whether you need each type, what the payment amounts are, and yearly cost totals.

The Business Insurance Coverage Checklist is a free download. Get it now!

Cutting Through Life Insurance Chaos in Canada is a 14-page information package for Canadians.

This package is provided to help you understand:

• the jargon of life insurance,
• the benefits of having good life insurance coverage,
• how to determine whether you need it and how much you need,
• types of personal and business life insurance available,
• term life, whole life, and universal life insurance,
• disability, buy-sell and key man policies.

Get your free copy of Cutting Through Life Insurance Chaos in Canada and find out how to make life insurance part of your financial planning.

Disability Insurance: What's Your True Value? is a 14-page information package developed to help Canadians understand the importance of disability insurance.

• Topics contained in this package include:
  • what to look for in disability contracts,
  • critical illness insurance,
  • long term health care insurance,
  • government programs,
  • types of coverage currently available.
• Available in PDF format.
• Intended for use only in Canada.

Did you know that if you have an auto accident and your insurance company negotiates a settlement with the other party, they may still have the right to take legal action against you? Protect yourself with this Release and Reservation of Rights form.

• You should get this release signed at the same time that the insurer pays out the settlement to the other party.
• The releasing party acknowledges that they are accepting the settlement payment as a full settlement of all claims.
• The releasing party releases and indemnifies you and your insurance company from any further claims, damages, and actions arising out of the automobile accident.
• The releasing party reserves their right to make a claim against any other person.
• The Release and Reservation of Rights form is available as a MS Word download. Other formats available on request.