I have heard it said that there are between 10 and 100 decisions that need to be made shortly after our passing. This can be very stressful to the loved ones, especially if they are unaware of the information needed to put our affairs in order, and our final wishes!
I recall a client telling me about her Father passing. “Mom, I’ll take care of everything.” She worked very hard to make sure the services and all the details were done correctly. About 3 months later, while at her Mother’s house the phone rang, and the person asked to speak to her Father. She still remembers the silence on the other end of the phone when she shared with the caller that her Father passed away. “I’m sorry to hear about his passing. Why didn’t someone tell me?” was his question. “We served in the military together and committed to be there for each other.”
Much of the stress of our passing can be eliminated if we plan in advance. We have created a booklet “PLANNING TODAY FOR THE EVENTUAL TOMORROW” which can help you eliminate much of this pressure and tension. You can print the booklet and fill it out by hand. You can download this booklet, type in the information and save it on your computer. You can send me an email and I will mail you the booklet.
The Booklet can help you focus on: 1. Vital Statistics; 2. Funeral Service; Information for eulogies, obituaries and other remembrances; 3. Financial information; 4. Key Advisors and important people; and Final thoughts and instructions.
To access the booklet, please click on the button below and review the disclosure statement. The booklet is being offered to you as a service from our agency. Hopefully, when you need information on the insurance areas offered, we can be of service to you and your family.
If you are interested in additional information please email or call me and we can discuss!