William Penn Life, 2005 (40. évfolyam, 1-12. szám)
2005-03-01 / 3. szám
MoneywiSe i |r 1 | with Mark Lantz ‘My spouse took care of the bills...Now what?’ CHANCES ARE YOU may have heard a surviving spouse in the family speak these words. After a long pause, you may have asked about their savings, pension, and life insurance. Reviewing family finances annually helps you to plan for your financial security and avoids surprises upon death. Every spouse should consider documenting their personal assets on a list to leave behind for the surviving spouse. This is easily done by placing all important information on one sheet of paper and is extremely valuable during a stressful time for the survivor. Here is a suggestion of information to collect: Date prepared:_____________2005 Name of Account Account Account Contact Financial Institution Name(s) Number Balance Address Name Notes Keep your list of assets with a copy of your current will and / or other legal documents in a place known to you, your spouse, executor or executrix. Product of the Month 20 Pay Life Would you like to stop paying your life insurance premiums in only 20 years or less? We have a great option for your review. I love this plan for all ages. • Young members can have a paid up policy by age 20 • • Adults may have the policy paid up years before retirement • • Seniors make it part of the final expense planning • Plan features: Issue age 0-80, Minimum Issue $5,000 with Vanishing Premium, No Certificate Fee. Options available: Accidental Death Benefit and Payor/Waiver of Premium. The 20 Pay Life Plan is the plan for all ages. Call your agent or the Home Office for more information on how this plan can benefit you and your loved ones. WANTED - Fraternal Life Insurance Agents If you enjoy the fraternalism of William Penn Association and would like to further serve your members, family and friends, then call Mark Lantz, Sales Director. I would like to share an opportunity with you to further expand our society and help you to provide for their financial security. Call me at 1-800-848-7366 ext. 134 for more details. 4 William Penn Life, March 2005
