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- 10 Superfoods you should eat right now
- 10 things to consider for your financial future
- 3 Creative Ways to Pay Off Student Loans Faster
- 4 things you need to know before buying life insurance
- 5 easy ways to move towards a plant-based diet
- 5 surprising things that really make people happy
- 5 things men can do to stay healthy
- 5 ways to talk about money with your partner
- 6 places to invest your money
- A quick primer on all things yoga
- Achieving work-life balance
- Coping through COVID-19
- Does life insurance make sense if you’re single?
- Don’t mind if I do – the art of practicing mindfulness
- Group insurance…it’s a good start!
- Healthy eating on a budget
- Heart to heart
- Hey Gen X…let us help you grow and protect your wealth
- How to get better quality sleep
- Information organizer
- Protect your new family for life
- Self-employed? Make life insurance part of your business plan.
- Sharing the wealth…provide financial security for your children
- The 6 things you can do to help prevent identity theft
- The forgotten generation—forgotten no more
- The healthier you are…the more you need critical illness insurance
- The invisible issue
- The top 3 reasons why term insurance protects your home better than mortgage insurance
- What can a financial planner do for you?
- What you need to know before naming a beneficiary for your life insurance
- Where do you get your financial and life insurance advice?
- Getting ready for your medical
- 5 easy ways to save for a rainy day
- 6 places to invest your money
- Information organizer
When an emergency strikes, finding important personal information can mean the difference between life and death.
This Information Organizer will keep all personal, medical and financial information easily accessible for anyone who may need to access it on your behalf during an emergency.
Keep your personal information private
Your personal finances are no one's business but your own and who you chose to share it with.
However, in an emergency, trusted individuals may need to access your information. That's why we divided this up into two sections.
Section 1: Personal Emergency Information
- Update annually
- File in a secure location in your home and with your lawyer and/or advisor
- Do not distribute but, rather, let trusted individuals know where to find this information should the need arise
Section 2: Financial Information
This information can be printed and kept in your home as well as emailed to trusted individuals.
- Update annually
- Distribute only to your most trusted family and friends
Please be aware that the people you share this information with will always have access to personal identifiable information about you