Charles Ward Insurance 
& Financial Services Ltd.
 
 



Table of Contents Order the Organizer About Charles Ward Insurance & Financial Services Ltd. Our Services Business Opportunity Contact Us Home Page Organizer Details

 


ORGANIZER TABLE OF CONTENTS


Section

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2
3

4
5
6
7
8



10
11

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13
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22


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Description

Personal Information
Most Important People In My Life
Personal & Financial Goals and Action
     Plans -Short & Long-Term
Current Assets & Liabilities & Net Worth
Group Insurance Benefits
Budget Plan
Estimated Income in the Event of Death
Estimated Funds Available in the Event
     of a Covered Critical Illness
Estimated Income in the Event of
     Disability
Estimated Income in Retirement
Estimated Joint Income With Spouse in
     Retirement
Financial Advisor, Life Insurance Agent,
     Lawyer, Accountant, Property &   
     Casualty  Insurance Broker/Agent,
     Stock Broker,  Trustee
Bank Accounts & Safety Security Box
Record of Credit Cards
Doctor, Dentist, Medical/Dental Records
Employment & Business Contacts
List of Relatives, Friends &Employment/
Business Contacts
Government Contacts
List of favouritie Churches & Charities
Birth Certificates, Marriage Certificate &
     Passport Documents
Most Recent Income Tax Return and
     Estimated Income Tax and Probate   
     Tax  Payable Upon Death
Property Deeds and Mortgage
     Information & Documents
Will, Executor & Powers of Attorney re
     Personal Care & Property, and Last
     Wishes 
Funeral Arrangements
Summary of Life Insurance & Policies
Summary of Critical Illness Insurance &
     Policies
Summary of Disability Insurance &
     Policies
Summary of Investments & Documents
Summary of Children's Education
     Savings Plans & Documents
Summary of Property & Casualty
     Insurance & Policies
Miscellaneous


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