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Important Checklist When Faced with a Death


Losing a loved one is arguably one of the most difficult experiences in life. In addition to coping with the grief and loss of a loved one, there are also a variety of challenging tasks and important financial decisions to be completed, some of which include: Making final arrangements. Reviewing funeral costs and funding options. Settling an individual’s estate and …

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What Would You Do If One of Your Best Clients Died Tomorrow?


Nobody wants to talk about death or dying. However, since we know for a fact that it WILL happen some day, shouldn’t we have a place in our planning for this event? So many people and financial professionals spend their entire lives attempting to create the “perfect financial plan” with the hopes and dreams of becoming financially successful and independent. …

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