How To Document Your Wishes With a Future File
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"Future file is my mission because it came out of my own personal experience. I've lost a number of loved ones... and my father who passed away in 2013 created the Future File prototype. He felt that if he became incapacitated... that my sister and I wouldn't know what to do." - Carol Roth
Our guest in this week's video on The Insurance Experts is Carol Roth. Carol is a celebrity television personality, bestselling author, radio show host, and investor. Carol created a planning tool called Future File that aids advisors and helps consumers plan their long term care and end of life wishes.
The first step in creating a long term care plan is to document your wishes with your loved ones:
- Where are you going to retire?
- Do you want to stay at home or go into an assisted living community?
- Who is going to provide care if it is needed?
- What income or assets are you going to use to pay for care?
This planning process doesn't take very long, but can save your family 100's of hours of time, thousands of dollars, and most importantly, take the emotional burden off of your family at a time when they need it the most.
The Future File system is designed to help you and your loved ones in their greatest time of need. It’s the last and most important gift that you can leave behind.
Learn more about Future File here: https://www.futurefile.com/
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Financial Advisor and Insurance professional at Private Client Group, AM
4 年Great information, great presentation. A real business builder!