Can anyone share the template on how you consolidate all your insurance policies in one excel spreadsheet?

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I Will share the one page spreadsheet which I do for my clients as an overview

Everyone has their own method, for me, I manage them like income and expenses.

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With that you can see a better view of your cash flow each month and each year whether you have been commiting to the target savings to pay for the necessary insurances.

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for the coverage wise, do let your agent guide you through as they know your policies the best.