Section 3 — Your Financial Information

Right now, there are billions of dollars sitting in insurance companies, unclaimed, because nobody knows those life insurance policies exist. This section will help you organize your financial documents: insurance policies, annuities, savings and investment accounts, etc. This section also covers the importance of beneficiary designations, proper titling of accounts, and why you need to review policies to ensure they are worth keeping. There is also information for caregivers, as they are in a unique financial situation. Many times, these people are responsible for their own finances as well as the person they are caring for. This calls for an extra level of care and attention to detail.