Money is a great servant but a bad master - track it, control it!

Money is a great servant but a bad master - track it, control it!

Money matters - almost always. There are a few key inflection points in our lives when the materiality of our have's and have not's gain higher importance. There are the 7 key ones:

  • Establishing long-term relationships or marriage
  • Buying property or other significant investments
  • Family responsibilities (raising children, caring for aging parents)
  • Financial independence at midlife when career peak or change or life goals are reassessed
  • Transition from work to retirement
  • Health challenges, legacy and life reflection
  • Loss of loved ones

Most of us have felt the stress first hand of not being able to track our money at key inflection points of life. Thats why we build Teleskop.

Teleskop's B2B partners are:

  1. Insurers and Financial advisors to help supercharge your practice of insuring, investing and planning with our digital legacy and wealth visibility tool.
  2. Employers who care and offer Financial literacy programs as a part of benefits
  3. Lawyers and Estate planners who use technology to streamline their practice with smart asset cataloguing and digital safe keeping of client documents.

Lets work together to begin your journey to support your clients or employees.

#employeebenefits #financialliteracy #legacyplanning #financialwellness #lifeinsurance

Teleskop Technologies Martin Pickrodt


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