07/14/2026
Yesterday I met with five different clients all different situations.
This is a friendly reminder that everyone encounters different challenges in life.
One couple close to retirement, what do they need to retire, how much income & are they on track? Do we need life insurance for any potential short fall?
One business owner, how do I get items aligned and need to begin being more efficient with saving an invest investing. Also became aware they need life insurance in case a tragedy happens.
Another clients calls in, let’s sell my company where do I start? Do I sell or lease business, what do taxes look like and my life insurance is going to cancel what do I do?
Young couple, baby on the way is life insurance expensive? How much do I need?
Mom and dad need life insurance but they can’t afford the premium, what do you suggest?
it’s interesting that every situation is unique, but all of them have one concept in common. They all are concerned with replacing income, which is great to see that more & more families/business owners are becoming aware of the value they provide their loved ones.
There is no such thing as the best product, the best solution all depends on their unique situation.
Have you reviewed your coverage? Have you reviewed your retirement goals and strategies? If you haven’t because you are busy it happens but guess what else happens?
Time keeps moving, keep track of where you are headed and what has been completed.
You are not late, just start the process of providing financial literacy to your family. Be the person who changes the way generations of your family view money.
Visit moneyblueprint.org for additional resources on financial literacy.