In the past five years, my family and I have lost two very important people in our lives. They were unexpected.
I can honestly say that having those losses has given me a deep understanding of what it means to have a legacy plan in place.
When you're facing your own mortality, accident or illness that of someone you love, it can be difficult to think about what will happen after you're gone. It's easy to feel like there's no way out, but as long as you have something you can rest easier knowing that there will be something left behind for those who care about you most.
And we don't just help people set up their legacy plans; we also make sure they're updated annually so they stay current with any changes in personal circumstances or financial needs (like new kids, new Home or expanding businesses!)
If you're curious about what a legacy plan review looks like keep reading!
Review your current insurance: Auto, Home, Life, and Business
Look at what coverages you have with an employer or other insurance companies. (We can stack and build to fill in the gaps)
Review your assets and ways to provide protection.