I have put together a variety of white papers over the last year covering different topics. I have decided to put them all here for you for free.
The white papers below may not be for you right now in the stage of your life. However, please learn as much as you can for when the time comes.
If there is a topic you would like to see, send me a message and I’ll do my best to get it together for you. I’m sure if you’re asking about it, there will be others.
Please, use this as your resource. Download as many as you want. The only thing I ask in return is you share the information. Share the white paper and/or share the website. You never know the value you’ll create for someone you care about by sharing it.
- Personal Document Locator – As I typed above, This Personal Document Locator is a detailed list of where you store your important records and papers and who your primary advisors and contacts are. This list will assist your loved ones in the event of your death or disability. This is a must for every family.
- Life Insurance Policy Types – An introduction and break down of the different life insurance policy types. Each life insurance type is nothing more than a tool. As you know, you don’t use a single tool for every situation. Learn what the different types are so you can start having better conversations. The better conversation leads to different answers and better outcomes.