Reclaim your time and energy to live your best life
Each of us has just 168 hours per week to accomplish our tasks and goals—at work, at home
and out in the world. If you feel like you spend too much of that time on things that don’t add
value to your life, you’re not alone.
If you are part of the 68 percent of U.S. households that own a pet*, you probably think of it as a
true member of the family—one you love and cherish. But what would happen to that cherished
family member if you were to die suddenly? Have you taken any steps to ensure the family dog,
cat, horse or other animal will be well taken care of if it outlives you?
* Source: Insurance Information Institute, Facts + Statistics: Pet Statistics.
Life insurance can be an extremely important, even essential, part of your financial plan. One of
its most attractive aspects for many individuals and families is the death benefit of the policy—
the money that the insurance company pays out in the event of the insured’s death.
But navigating the life insurance landscape can be tricky—and people often make costly
mistakes. Three of the biggest we see regularly:
A growing number of individuals and families want to use some of their wealth to support the causes and organizations they care about most. From helping those less fortunate to facilitating scientific breakthroughs, from providing safe habitats for wildlife to sharing the arts, philanthropy is a core value for many.
Elite wealth planning often plays a key role in the lives of today’s highly successful individuals and families—as well as those who are on the path toward great financial success.
What Should You Do If You Strike It Rich?
If a few million dollars—or more—fell into your lap tomorrow, what would you do?
Sudden wealth isn’t a common or reliable way to get rich, but it can and does happen. Some big drivers of sudden wealth include: