Life Planning Tips

With everyday life more chaotic than ever, it can be extremely difficult to stay organized. By using the Family Shield Kit, we plan to help you well in advance, so you are ready when life’s unexpected events occur, such as the loss of a loved one.

Be a Superhero! Ensure the people you love the most have the information they will need in case something were to happen to you. We are here to help you get started with the use of the Family Shield Kit booklet and guide.

Stay Organized Checklist

Here is a checklist to help you stay organized during your everyday lives.

Order and complete a No-Cost Family Shield Kit
Speak with your Physician and Family about Advanced Care Planning
Complete a Will and Final Testament with an Attorney
Review your current insurance products to evaluate if they are fulfilling your current and future needs
Write things down
Make schedules and deadlines
Don't procrastinate
Delegate responsibilities, to responsible people
Discuss final requests with your family
Unsubscribe from unread newsletters, magazines, etc
Inventory financial assets and liabilities
Create a bucket list
Update your beneficiaries
Secure your digital assets
Make sure your health insurance is up to date
Have Marriage, birth, and death certificates stored and accessible

Request a Kit.

Reassurance of knowing you have left your loved ones prepared, safe and secure during a time of loss, or health emergency. Fortunately, the Family Shield Kit provides you with a document, that you complete, to enable your power of attorney or family member to manage your estate and receive your benefits in a timely manner.

Order Your Kit