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!
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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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How do we get our parents to talk about death? For many in the greatest generation, topics such as income, money, and assets are never discussed. However, this makes it difficult for family members to know or access information when they are gone.
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Everyone has a different level of comfort when it comes to storing his or her personal information. This is why My Life and Wishes has been designed to meet EVERYONE’S comfort level.
Continue readingCreate your digital plan. You benefit today. Your family will benefit tomorrow. Try It Free