Whether You Support a Family or Are Supported By Someone Else You Should Be Prepared For the Unexpected, Financially.
None of us knows what tomorrow will bring, but wouldn't it be better to be prepared in advance when life throws you a curve ball. My free Spouse's Survivor checklist can give you that preparation. It's a checklist of all the information, documents, and access you should have before anything happens.
It's peace of mind in the face of uncertainty.
Every day families face unexpected loss. Don’t wait until it’s too late to prepare.
K.P.
"The Blue Folder gave me confidence during a very stressful time when my husband passed. I was able to find everything I needed in one place, without fail. I am so grateful my husband did this for me.
When my mom passed away at 63, I was devastated. She had handled everything., Suddenly, I was the one responsible — and I had no idea where to begin. While others planned the funeral, I was digging through drawers, trying to piece together bank accounts, insurance policies, and legal documents. We didn’t have a clear plan, no central place to find what we needed. It was overwhelming — and heartbreaking. At that moment, I needed a simple, organized way to access important information when it matters most. I wish we’d had Blue Folder then — it would’ve brought clarity and peace during one of the hardest times of my life.
Betsy B.
The Spouse's Survivor Checklist:
Your Family's Financial Safety Net
Get complete control over your family's crucial information without spending weeks gathering scattered documents
The Checklist Helps
with 3 Things
Takes the guesswork out of gathering essential documents, saving you hours of stressed searching
Gives you peace of mind, allowing you to concentrate on what is important at the time, without overwhelm and stress.
Ensures your family has immediate access to critical information when they need it most
And once you have the checklist, join our FREE
live webinar on Oct.15th to walk through
exactly how to use it.
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The information provided on this site is for educational purposes only and does not constitute legal or financial advice. Always consult with a qualified professional before making any financial decisions.