Charles Ward Insurance 
& Financial Services Ltd.
 
 



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FINANCIAL AND ESTATE PLAN ORGANIZER


What is the "Organizer"?

This handy financial and estate planning tool consists of two 3-ring binders with 31 sections to record personal information, calculate a net worth statement, establish a budget, develop short and long-term financial and estate goals, and determine your insurance needs in the event of death, critical illness, or disability.

In addition, you can tally your investments, project retirement income requirements and estimate income tax and probate tax payable upon death.

Plastic pockets are included to file personal and investment documents, insurance policies, will and powers of attorney.

The binders are engraved with the individual or couple's personal name(s).  A carrying case is included and a personal CD-ROM is also supplied.

People don't plan to fail...
...they fail to plan...
and be organized!

ORDER YOUR PERSONAL ORGANIZER TO-DAY!



VIEW ORGANIZER SET

...your family and your
executors will appreciate how organized you are!

 


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