Use this tool with clients to help ensure all critical information about finances and insurance is successfully passed along to their loved ones in case of emergency.

Conversations about the future are never easy, especially when it comes to conversations with family and loved ones about the future of clients’ finances. You know very well that clients often avoid talking about what to do in the event of a crisis or tragedy, and leave family completely unprepared when they should have a plan in place. They need your help preparing for the future now so their legacy stays intact.

Download this journal and help clients complete it so they can be sure loved ones know what to do with their finances in the future. It will make difficult conversations with their family easier and act as a set of instructions in case they are never able to have these important discussions. The completed journal will include critical information about:

• Dependent children
• Insurance policies
• Location of important papers
• Funeral and burial wishes
• And more…

Give your clients a way to keep their legacy safe in the event that the unexpected happens. Utilize this tool to help them put critical information in order before it’s too late!

 

For Financial Services Professional Use Only 

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