‘PLAN B’ SURVEY

  •  What would your life look like if you were  suddenly not here tomorrow?
  • Would you be able to pick up the financial pieces should your spouse die unexpectedly?
  • Do you know where to start?
  •  If something happened to you and your spouse, would someone be able to get their arms around all your financial needs and final arrangements?
  • What about your surviving children?
  • What about your surviving spouse?
  • Who will pick up the pieces in your absence?
  • Is all of your vital information centralized to ensure that the people left behind are able to minimize their stress as they are in the midst of       devastating grief?
  • Are you insured? Do you have sufficient coverage?
  • Does your spouse know who your insurance agent is? Where your policies  located?

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