Survivor Needs Planning

Planning to meet the financial needs of your survivors is one of the most important and fundamental steps in creating sound financial strategies for you and your family.


When we compare our survivors’ needs to the total resources we can provide at death, most of us will find a shortfall. A shortfall situation means that our survivors will be left with the choice of either finding additional resources that we have not been able to identify, or do without many of the financial needs that you hope to cover. 

Start your plan here

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© Erica Hall