What is important to you about money?
Have you “crash tested” your Investment Plan by providing protection to people and causes dear to you?
What are your financial consequences if…
… if one of you died this morning, what would happen right now?
… if one of you was injured and couldn’t work for 6 months, what would happen right now?
… if one of you came down with a sickness, even a critical illness, what would happen right now?
… if one of your parents or yourself needed care, what would happen right now?
… if your will and estate has not been planned for, what would happen right now?
These questions and many more should be part of “crash testing” your Investment Plan.
Please take a moment and mark the 3 most important areas that you feel should be addressed first!