Preparing for downsizing can be a difficult thing to do. For us, it was simple. For my mother, it was not such an easy transition.
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Creating a plan for everything but death
By nature, we are planners. We plan for everything! But most of us don’t plan for death.
Continue readingDon’t make this costly mistake!
Having worked in the insurance industry for 37 years, you tend to learn a thing or two about risk. In my opinion for example, I know what insurances I need to protect me against the most catastrophic circumstances or events (like health insurance and disability insurance) compared to those insurances that we must carry by … Continue reading Don’t make this costly mistake!
Continue readingYou asked, We listened!
Your My Life and Wishes plan has been enhanced! If you’ve previously assigned trusted family members, a trusted friend or an advisor to view certain sections of your My Life and Wishes account, you now have the option to give them editing capabilities!
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