If something were to happen to me and I were not here tomorrow, is everything neat and organized or will I leave a mess for someone else to deal with?
Continue reading“Jonny, you’re so messy!”
Category Archives: Insurance & Legal Documents
Don’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!
Continue readingWhat our parents don’t like to talk about
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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