Insurance-Investments
Insurance, Investments,
IRAs and Tax Preparation

Find the answer to your health insurance coverage, financial planning needs, IRA planning and tax preparation with insurance policies and investment services from our company in Dixon, California. Dixon Financial & Insurance Services is an independent financial and insurance agency that offers a wide array of solutions to secure you and your family’s future.
Areas We Serve
Dixon, Davis, & Vacaville
Memberships
  • • Dixon Chamber of Commerce
  • • Downtown Dixon Business   Association
  • • Dixon Rotary
  • • Dixon Music Boosters
  • • Ramtown Karate
  • • Dixon Little League


Get a health insurance quote for family or individual health insurance coverage.

Family in a mini-van
Hours of Operation
Monday – Friday
9 a.m.– 5 p.m.

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    ENTER APPLICANTS INFORMATION HERE:

    Applicant

    Name:

    Street Address:

    City:

    State:

    Zip Code:

    Home Phone:

     

    Cell Phone:

    Marital Status:

    SingleMarriedDivorcedWidowed

    Date of Birth:

    Use:

    Primary ResidenceSecondary ResidenceRentalVacation

    Replacement Cost

    Year Built:

    Date Purchased:

    Square Footage:

    Number of Storied:

    Liability Limit

    Deductible

    Current Carrier:

    Current Premium 

    Current Renewal Date:

    xx


    HOME INFORMATION HERE:

    Home Information

    Garage:

    AttachedDetachedCarport

    Garage Size:

    1 Car2 Car3 Car

    Foundation: 

    SlabCrawl SpaceBasement

    External Walls

    Stucco Over FrameT-111 SidingOther

    Roof:

    Asphalt ShingleTileFlat TopOther

    Kitchen:

    StandardCustomDesigner

    Bathroom:

    StandardCustomDesigner

    # of Bathrooms

    Heating / AC:

    CentralGas HeatWindow AC

    Flooring:

    HardwoodCarpetVinylTile

    Percent of Hardwood

    Percent of Carpet

    Percent of Vinyl

    Percent of Tile

    Total Percent of Flooring

    Alarm:

    NoneLocalCentral Reporting

    Gated Community:

    NoYes

    Dog:

    NoYes

    If Yes, Type of Dog

    Current Carrier:

    Current Premium:

    Current Renewal Date:


    ADDITIONAL HOME INFORMATION HERE:

    Home Information

    Electrical Update:

    NoYes

    Year:

    Heating Update:

    NoYes

    Year:

    Plumbing Update:

    Year:

    Roof Update:

    NoYes

    Year:

    Fireplace:

    NoYes

    Type:

    Wood BurningGas

    Auxiliary Heating:

    NoYes

    Swimming Pool

    NoYes

    Trampoline:

    NoYes

    Anchored to Ground:

    NoYes

    Safety Net:

    NoYes

    Under Construction:

    NoYes

    Vacant / For Sale:

    NoYes

    Interior Sprinklers:

    NoYes

    Smoke Decetors:

    NoYes

    Any Losses in the Past Three Years:

    NoYes

    --If Yes Supply Details:

    Date:

    Type:

    Amount of Loss:

    Additional_Losses:

    NoYes


    SCHEDULED PERSONAL PROPERTY
    Do you need to list additional property in an amount greater
    than:

    $1500 Jewerly

    $2500 Collectibles / Memorabilia

    $1500 Musical Instruments

    $200 Money / Coins

    $1500 Stamps

    $1500 Furs:

    $2500 Firearms:

    $2500 Silverware / Goldware: 

    $2500 Business Personal Property::

    $500 Cameras / Video Equipment:

    $1000 Paintings:

    $1500 Securities / Important Papers:

    $1500 Trailer:

    Do You Own:

    BoatJet SkiMotor HomeATVGolf CartCamping Trailer/5th WheelMotorcycle/Dirt Bike

    Are You Interested in Identy Theft Protection:

    NoYes

    Earthquake Coverage:

    NoYes

    Flood Coverage:

    NoYes

    How Would You Like to Receive Your Quote:

    PhoneE-mailUSPSIn Person



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