LifeFolio Checklist/LifeFolio Family Tree

At death, how would your loved ones know where everything you built and accumulated during your lifetime is?

 

THE LIFEFOLIO CHECKLIST CAN HELP SOLVE THIS PROBLEM AND WITH THE LIFEFOLIO FAMILY TREE WE CAN IDENTIFY WHICH FAMILY MEMBERS ARE CLOSEST TO YOU.

 

 

What is the LifeFolio Checklist and LifeFolio Family Tree?

 

  1. The LifeFolio Checklist consists of six major categories including: Life Insurance and Annuities.It is a type of table of contents of all you have accumulated in your lifetime and where it can be found. There is an easy –to-fill-out chart you can use to identify and locate your key documents. 

 

 

 

 

Please feel free to email or call me to request a hard copy of the LifeFolio Checklist. 

 

 

Neither New York Life Insurance Company, its Agents, Louis Ventura Insurance and Financial Services nor Louis Ventura or employees provide tax, legal or accounting advice. Please consult your own tax, legal or accounting professional before making any decisions.  

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