Protect Your Wealth & Health

Slides:



Advertisements
Similar presentations
Chapter Nineteen The American Economy Personal Finances ~~~~~ Insurance Against Hardship.
Advertisements

Philadelphia Insurance and DuraFile “Your Online Safety Deposit Box”
Your Very Important Papers (VIPs) What to Keep & Where? Replacing Those VIPs By: Karen Tyra Stillwater FCS Extension Agent Technical Assistance: Keri D.
Keeping Organized WHPE. Chapter Overview This chapter covers: Benefits of being organized. Understanding property insurance. Annual tax preparation. Household.
Copyright, 1996 © Dale Carnegie & Associates, Inc. FINANCIAL RECORDS: GETTING ORGANIZED MINI-LESSON INDIANA DEPARTMENT OF FINANCIAL INSTITUTIONS CONSUMER.
Personal Finance FIN 235. LEARNING OBJECTIVES A. What is insurance? B. Why do we need insurance? C. What is the risk management process? D. How does insurance.
 Safety  Security  Convenience  Cost  Financial Future.
Household/Family Financial Management. Steps to Managing Money The indispensable first step to getting the things you want out of life is this: decide.
Insurance & Risk Management. Can You Believe?  The number of insurance claims for auto accidents involving teens is ____% higher than those for adults.
Vital Records and Documents Everyone Should Have in Order A Public Service Presentation provided by the Society of Certified Senior Advisors.
Key to the Future Chapter 2, Lesson 2 Warm-Up Questions CPS Questions Note for teacher: Use “Pick a Student” button in CPS.
UNIT VII – Personal Financial Literacy. Every decision we make involves some type of risk Driving can result in an accident A house can burn down after.
Family Financial Management Annie’s Project January 23, 2007 Coweta Oklahoma.
Recordkeeping Presented by (Name, CPA) Member, The Ohio Society of CPAs 9/10/
Section 1Organizing Financial Records Budgeting How do your spending options fit: Day-to-day financial activities necessary to get the most from one’s.
Chapter 8 In-Class Notes. Background on Insurance and Managing Risks Types of insurance Property insurance (auto and home insurance) Health insurance.
Miss Smith 7 th Grade Civics *pgs  Insurance- system of spreading risks over large numbers of people  People pay a small amount to the company.
Auto Insurance Information Mr. Blais Law and You.
Create a system for maintaining personal financial records. Learning Objective # 2.
©2008 Thomson South-Western, a part of The Thomson Corporation. Thomson, the Star logo, and South-Western are trademarks used herein under license. 1 CHAPTER.
Agribusiness Library LESSON L060084: VEHICLE INSURANCE.
Seminar: Timely Topics for Today’s Business World Mr. Bernstein Motor Vehicle Insurance January 21-22, 2015.
Topic 5: Tracking Your Money Wealth Management Mrs. Tobe.
Objectives: Students will be able to understand the importance of insurance Students will be familiar with the various factors that determine the cost.
Lesson 18 Insurance. Today’s Learning Objective What are the main types of insurance? Insurance Basics Auto Insurance Renter’s Insurance Homeowner’s Insurance.
Budgeting and Financial Planning Why should people make a plan for how to get and spend money? What strategies can be used to do this most effectively?
Insurance and Investments Lesson 5. Insurance Why is it important? –Risk: chance of loss from some type of danger Can be reduced (helmet, seatbelt, locked.
Monday, November 30, 2015 Objective: Students will be able to evaluate the costs and benefits of buying insurance. Purpose: You will need insurance to.
5.02 – Determine Factors Affecting Business Risks
Cornerstone Estate Planning Your Will Be Done Your Will Be Done..
Healthcare Marketplace November 1, 2017 thru December 15, 2017
Protect Your Wealth & Health
Protect Your Wealth & Health
Insurance.
Insurance.
Personal Finance Home and Auto Insurance
5.02 – Determine Factors Affecting Business Risks
4.04 Understand the Marketplace Experience
Chapter 2 Money Management Skills McGraw-Hill/Irwin
Insurance & Risk Management
Basic Knowledge Of A Will
Unit 8: INSURANCE.
4.04 Understand the Marketplace Experience
Personal Finance Health Insurance
Unit 3 Review Learning Target: I will review the unit in preparation for an upcoming exam.
Warm-up: Insurance and Risk
Good afternoon. We are excited to have you here
Insurance against Hardship
Good afternoon. We are excited to have you here
5.02 – Determine Factors Affecting Business Risks
Managing Your Personal Finance
5.02 – Determine Factors Affecting Business Risks
Good afternoon. We are excited to have you here
Good afternoon. We are excited to have you here
Insurance What is Insurance?
Good afternoon. We are excited to have you here
Warm Up What role is fulfilled by transactions in checking and savings accounts? Give two examples of transactions that are credits into an account. Give.
Protecting Families, Finances, and Your Future
Good afternoon. We are excited to have you here
Jeopardy! Begin.
4.04 Understand the Marketplace Experience
5.02 – Determine Factors Affecting Business Risks
Money Management Strategy
Insurance What is Insurance?
MoneyCounts: A Financial Literacy Series
Presented by: Daniela Lungu Attorney at Law
Types of Insurance Advanced Level.
Wednesday, April 5, 2017 Objective: Students will be able to evaluate the costs and benefits of buying insurance. Purpose: You will need insurance to protect.
What are some different types of insurance, and why do you need them?
Lesson 4.2 Banking Services and Fees
Presentation transcript:

Protect Your Wealth & Health

Step 6: Preserve Your Wealth Premium Estate Planning Package with Probate Avoidance Will (including trusts for children/grandchildren) Probate Avoidance Living Trust (includes a guide for funding your Living Trust) Power of Attorney Medical Power of Attorney Living Will/Advance Directives HIPAA Authorization LifeVault Access to national network of estate planning attorneys Spouse included at no additional cost Thank you, Charlsey! Now let’s discuss your partnership with NetLaw.   SMART guide provides interview type input Comprehensive product that generates the essential state compliant documents most needed No hidden fees- one price covers you and your spouse Cloud based LifeVault allows you to update and access documents anywhere anytime Fees:   From there, your client will pay $8 per month beginning in month 13, to maintain the ability to have unlimited changes and document storage. This is an optional fee. The client does not have to continue to pay after the first year if the client does not wish to continue the service. However, the client will still have access to documents in their vault, but will no longer have the ability to make changes or add new documents to the vault. We offer a 60 day grace period. There is no cost to reinstate during the first 60 days after your account is inactive. Between 3 to 6 months, there is a $79 reinstatement fee and then $8 per month thereafter to keep the account active. Over 6 months, there is a $250 reinstatement fee and then $8 per month thereafter to keep the account active.

NetLaw will donate 5% of all September BOGO profits to the Red Cross to help those affected by Hurricane Harvey

Protect Your Information from Disaster

Common Problems After a Disaster Long-term health problems - PTSD and Depression - Stress from loss of possessions - Stress from loss of job/livelihood Illness - Communicable disease due to lack of clean water Death - 1,833 people died as a result of Hurricane Katrina

Common Problems After a Disaster Financial Effects - Infrastructure Destruction - Business Disruption - Commodity Effect and Scarcity

Replacing Lost or Damaged Documents Birth/Death Certificates Driver’s License Passports and Green Cards Food Stamp Cards Bank Checks, ATM/Debit Cards, or Safe Deposit Boxes Savings Bonds https://www.fema.gov/news-release/2015/06/19/after-disaster-replacing-lost-or-damaged-documents

Replacing Lost or Damaged Documents Credit Cards Social Security Cards Medicare Cards Tax Returns Military Records Vehicle Titles Insurance Policies https://www.fema.gov/news-release/2015/06/19/after-disaster-replacing-lost-or-damaged-documents

IRS Tips for Deducting Losses from a Disaster Casualty Loss for sudden, unexpected or unusual events, such as natural disasters (hurricanes, tornadoes, floods, earthquakes, fire, accidents, thefts or vandalism). If you insure your property, you must file a timely claim for reimbursement of your loss or you cannot deduct the loss as a casualty or theft. https://www.irs.gov/newsroom/top-10-tips-for-deducting-losses-from-a-disaster

Helping those in need. American Red Cross Relief http://www.redcross.org/about-us/our-work/disaster-relief/hurricane-relief Donate to local food banks http://mailchi.mp/ac80c17d9660/harvey-food-banks Diaper donations http://www.texasdiaperbank.org

Helping those in need. Humane Society The SPCA of Texas Wishlist https://secure.humanesociety.org/site/Donation2?df_id=23944&23944.donation=form1&s_src=harvey_faq_web_id829876650 The SPCA of Texas Wishlist https://www.amazon.com/gp/registry/wishlist/3NGZYGJM19ST4/ref=nav_wishlist_lists_1 Austin TX Humane Society Wishlist https://www.amazon.com/gp/registry/wishlist/OZGD9S34VITI?ref_=topnav_lists_1&pldnSite=1 - Houston TX Humane Society Wishlist - San Antonio Humane Society Wishlist

Helping those in need. Houston TX Humane Society Wishlist http://www.houstonspca.org/give/wish-list.html?referrer=https://www.google.com San Antonio Humane Society Wishlist https://sahumane.org/donate/wishlist It has been estimated that about 600K companion animals died as a result of Hurricane Katrina (animal-ethics.org)

Organize your life! Estate Planning Documents Birth/Death Certificates Deeds Insurance Policies Account Statements Photos Passports Pet/Veterinary Records List of Emergency Resources and phone numbers Organize your life!

NetLaw will donate 5% of all September BOGO profits to the Red Cross to help those affected by Hurricane Harvey

NetLaw exists to help people protect their family, their health and their legacy with easy online estate planning. Support@netlawinc.com 1-888-604-4789 cbaumeier@netlawinc.com