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Are you ready for the unexpected?
06/22/2024How will I know what to do when you are gone? Where is our money? How do I pay our bills? Who are our home contractors? Who should attend your funeral? What is your daily routine with our children? How do I retrieve information from your computer and where is the key to our safety…
How to I help my clients prepare for financial planning?
06/22/2024How can you help your clients inventory assets, liabilities, income, and expenses? How can you provide a value-added deliverable that will help them with continued organization of their estate-related financials? MyFamilyPlan Professional is the answer! Our tool makes it easy to collect & document estate & financial planning details. Helping you help your clients –…
Have Elderly Parents?
06/22/2024Are you worried about your elderly parents? Do you understand their assets, liabilities, expenses? Do they have life insurance? Do they require a DNR? How will you take care of their home when they can’t? Do you understand their funeral preferences? MyFamilyPlan Personal will help you answer these questions! Knowing what to do now makes…
