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Retirement & Planning
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Create a Disaster Plan

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Questions?

Call us at 888-213-4695 or visit your local branch.

Follow this step-by-step list to be as prepared as possible if an emergency strikes.

Insurance Review your homeowner's or renter's insurance policy to see what's covered. Talk to your agent about flood or earthquake insurance if either is a concern for your area and about whether you need umbrella insurance.
Inventory Keep an updated video inventory of valuable household items in a safe place, such as a safe-deposit box, with an out-of-town relative, or in outside digital storage. Make sure to include any professional appraisals and replacement value estimates.
Documents Keep copies of birth certificates, passports, wills, trust documents, records of home improvements, and insurance policies in a fireproof, waterproof "evacuation box" that you can grab in a hurry.
Backup Consider scanning your important documents and storing them, along with a backup of your personal computer files, online or on a CD or a Zip drive that's kept in a safe place away from your home.
Cash Keep petty cash on hand for emergencies. Local ATMs might be out of commission in the event of an emergency, so having enough cash on hand to get by for a few days is a good idea.
Providers Check that others are prepared. Ask your financial providers what plans they have to cope with a natural disaster. For example, does your accountant keep important documents and records backed up and stored in a safe location?

What you can do now:

Ready to get started with Schwab?

Call 888-213-4695.

Already a Schwab client?

Call 888-539-4888 to speak with an insurance specialist.

Contact your Financial Consultant or call us anytime at
888-213-4695.