Congratulations! After years of hard work, you’ve made it to retirement. Now, you have the opportunity to do more of the activities you enjoy with your loved ones or take on new hobbies. At Affinity Insurance Group, we know that with new hobbies and your new stage of life, your insurance needs may also change. To get the most out of your retirement with peace of mind, your insurance policies should reflect your current hobbies, activities, and assets, along with what you plan to do in the coming years.

Whether you take on photography classes and purchase a new camera, you join a hiking group and begin traveling, or you start volunteering in the community and find an organization that’s near and dear to your heart, there are insurance policies tailored to retirees that can protect the things that matter most to you.

Discover important aspects you should consider about insurance for a retired person below and contact us when you’re ready to put a plan in place that reflects your unique lifestyle and coverage needs.

The Right Insurance for a Retired Person

It can be challenging to know which policies are right for you without guidance from a professional. At Affinity Insurance Group, we work with retirees like you throughout Apex and across NC to help them make important decisions regarding insurance.

As independent insurance agents, our team has access to a wide array of highly rated insurance companies, rather than just a single provider. This allows us to search the market and find the best options for retirees, both in coverage and cost of premiums. We get to know you, your family, and your insurance needs, so we can more accurately put together a custom insurance plan that’s right for you.

Common Types of Insurance for Retired Persons

The types of insurance you need as a retiree will vary depending on your situation. The number of assets you have accumulated over your lifetime and the activities you take on in retirement have an impact on the types of insurance you should have in place. Consider your home, other properties, jewelry, valuable works of art, collectibles, and animals. While many of your assets are priceless, insurance can help replace the value of your items to protect you and your family financially should anything unexpected happen to them.

Some of the types of insurance you may need during retirement include:

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Date Of Birth (MM/DD/YYYY)*
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Mailing Address (Street Address/City/State/Zip Code)*
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Homeowners Insurance
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Second Additional Person Listed On Deed
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Last Name*
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Third Additional Person Listed On Deed
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Date Of Birth (MM/DD/YYYY)*
Homeowners Insurance Information
For How Long You Have Been At This Property?*
Prior Property Street Address*
Prior Property Second Address Line (Suite, Apartment, or Building #)
Prior Property City*
Prior Property State*
Prior Property Zip Code*
Is this your primary residence?*
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Purchase Price $
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Roof Type
Other Roof Type
Roof Age*
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Heating System*
Heating System Year Updated
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Cooling System Year Updated
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Basement*
Safety Features*
- Security System
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Do you own any high-value items you’d like to insure separately (jewelry, art, collectibles)?
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Please describe claim*
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Do you have any pets?*
How Many Pets?
First Pet's Type and Breed*
Second Pet's Type and Breed*
Third Pet's Type and Breed*
Fourth Pet's Type and Breed*
Fifth Pet's Type and Breed*
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Auto Insurance
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Coverage Limits
Liability Limits*
Other Liability Limit*
Medical Payments Coverage*
Uninsured/Underinsured Motorist Limits*
Other Uninsured/Underinsured Motorist Limits*
Number Of Vehicles*
Vehicle Information
Year/Make/Model*
Vehicle Identification Number (VIN)*
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Primary Use*
Primary Driver*
Towing*
Extended Transportation Vehicle 1*
Extended Transportation Amount Vehicle 1*
Comprehensive Coverage?*
Comprehensive Deductible Preference*
Collision Coverage?*
Collision Deductible Preference*
Any customized equipment?*
Value of customized equipment*
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Vehicle Identification Number (VIN)*
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Primary Use*
Primary Driver*
Towing*
Extended Transportation Vehicle 2*
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Comprehensive Coverage?*
Comprehensive Deductible Preference*
Collision Coverage?*
Collision Deductible Preference*
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Value of customized equipment*
Vehicle Information 3
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Primary Use*
Primary Driver*
Towing*
Extended Transportation Vehicle 3*
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Comprehensive Coverage?*
Comprehensive Deductible Preference*
Collision Coverage?*
Collision Deductible Preference*
Any customized equipment on third vehicle?*
Value of customized equipment*
Vehicle Information 4
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Towing*
Extended Transportation Vehicle 4*
Extended Transportation Amount Vehicle 4*
Comprehensive Coverage?*
Comprehensive Deductible Preference*
Collision Coverage?*
Collision Deductible Preference*
Any customized equipment on fourth vehicle?*
Value of customized equipment*
Vehicle Information 5
Year/Make/Model*
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Primary Use*
Primary Driver*
Towing*
Extended Transportation Vehicle 5*
Extended Transportation Amount Vehicle 5*
Comprehensive Coverage?*
Comprehensive Deductible Preference*
Collision Coverage?*
Collision Deductible Preference*
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Value of customized equipment*
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Additional Driver 5
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Life Insurance
Do you qualify for Erie Express Life? Ages of 19 to 40 qualifies (NO MEDICAL EXAM REQUIRED).
Smoker or Non-Smoker?*
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Weight*
Type of Life Insurance Policy*
Term Policy Years*
Coverage Amount $250,000, $500,000 or whatever amount preferred*
Business Insurance
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Effective Date (MM/DD/YYYY)*
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