Estate planning for the unplanned Final Event
Excalibur Business Enterprises
We all know our date of birth, but not our date of death — better known as The Final Event. We as financial services professions need to offer our clients a dignity planning tool for the Final Event.
A dignity planning program will take the pressure off your clients grieving surviving family members. Your leadership and thoughtful pre-planning of the Final Event will allow grieving family members to celebrate your client’s life and passing without the pain of the unplanned financial burden.
We need to offer our clients life insurance as a tool to protect their family assets. Your clients need to start now — procrastination can be very expensive.
Don't wait till the last minute — plan now. Life insurance is designed for income replacement and to have peace of mind and create a legacy for your surviving loved ones. Remember: Documentation beats conversation. Protection of your client assets against an unplanned final event is very important.
To be notified next time I post an article, please click the “Follow” button below my headshot in the top left corner.