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A new baby, a new home or a new job is a good reason to revisit your plan.

Start the Conversation

A new baby, a new home or a new job is a good reason to revisit your plan. GFI Solutions helps families protect what matters most through life insurance, annuities, and financial solutions. This is for new parents.

Here are a few practical ideas you can use this week.

Gather what you already have
Find any existing policies, workplace benefits and account statements. Many people are surprised by what they already have or lack.

Keep documents in one place
A single folder, paper or digital, with policies and contacts makes life easier for your family when they need it.

Think about retirement early
Planning for retirement is easier with time on your side. Even a first conversation helps you see where you stand.

List who depends on you
Write down everyone who relies on your income or care. That list is the starting point for any protection conversation.

Review after life changes
Marriage, a new child, a new home or a job change are natural times to look at your plan again.

Understand the options before choosing
Life insurance and annuities come in different types. Ask for plain explanations of how each one works before deciding.

Ask about multiple carriers
Working with someone who can compare more than one carrier gives you a wider view of your options.

Write down your questions
Before talking to anyone, list what you want to understand. A good conversation starts with your questions, not a sales pitch.

Talk with your family
Share the basics of your plan with the people it protects. A short conversation now prevents confusion later.

Set a yearly review date
Pick one day each year to look over your coverage and goals. Putting it on the calendar keeps it from slipping.

If you want help putting this into practice, here is a simple place to start. The Protection Planning Primer is free from GFI Solutions, and a free, no-pressure call with Brett is available too. It is written to be useful right away, with no cost and no catch.

Imagine your spouse and you agreeing on a plan instead of avoiding the topic.

Download the free primer and book a call with Brett: https://earningenterprises.com/lp.php?p=GFI

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