Playfair Planning’s Post

As I reflect on my two decades in the financial services industry, I've encountered stories that have deeply touched my heart, reinforcing the vital role of insurance in comprehensive financial planning. It's a subject that has become one of my most passionate areas, rooted in the real-life impact it can have. Recently, I had the privilege of hearing Amy's inspiring story. A young individual faced with unexpected adversity, Amy's journey through disability shed light on the significance of having robust insurance coverage. Unfortunately, her group disability insurance fell short in providing the support she needed. This is where the power of personalized, comprehensive planning came into play. Amy wisely invested in disability insurance through one of my amazing colleagues, and the difference was remarkable. Not only did it save her lifestyle, but it also became a beacon of financial stability during a challenging time. It's stories like Amy's that fuel my commitment to emphasizing the importance of insurance in safeguarding our financial well-being. Thank you Dan Spickard for your professionalism and committment to your clients. In the unpredictable journey of life, unforeseen tragedies can strike, and it's our responsibility to be prepared. Insurance isn't just a safety net; it's a lifeline that can make all the difference. Let's continue to champion the cause of comprehensive financial planning and ensure that individuals like Amy have the protection they deserve. #FinancialPlanning #InsuranceMatters #ProtectYourFuture #InspiringStories

If you do anything today, on LinkedIn, take three minutes to watch this video. I promise you it will be the most powerful three minutes of your day!

Are you familiar with Parent Your Parents? It was created by our law firm out of the journey H. Frances Reaves and her family traveled once their mother became too demented to live with their father. She learned firsthand what it was like to care for an aging parent. Are you looking for help right now? Do not wait to learn more from us this Wednesday on our website and when you contact us. #ParentYourParents #WednesdayWisdom #ContactUs #LetUsHelp #PlanForward #EstatePlan #Wills

Have you heard about the creation of Parent your Parents? Our law firm, Parent Your Parents, was born out of the journey H. Frances Reaves and her family traveled once their mother became too demented to live with their father. She learned firsthand what it was like to care for an aging parent. Do you need help right now? Do not wait to learn more from us this Tuesday when you contact us. #ParentYourParents #TuesdayTips #ContactUs #LetUsHelp #PlanForward #EstatePlan #Wills

Are you familiar with Parent Your Parents? It was created by our law firm out of the journey H. Frances Reaves and her family traveled once their mother became too demented to live with their father. She learned firsthand what it was like to care for an aging parent. Are you looking for help right now? Do not wait to learn more from us this Wednesday on our website and when you contact us. #ParentYourParents #WednesdayWisdom #ContactUs #LetUsHelp #PlanForward #EstatePlan #Wills

Have you heard about the creation of Parent your Parents? Our law firm, Parent Your Parents, was born out of the journey H. Frances Reaves and her family traveled once their mother became too demented to live with their father. She learned firsthand what it was like to care for an aging parent. Do you need help right now? Do not wait to learn more from us this Tuesday when you contact us. #ParentYourParents #TuesdayTips #ContactUs #LetUsHelp #PlanForward #EstatePlan #Wills

Do you need help parenting your parents? Are you familiar with the law firm, Parent Your Parents? It was created out of the journey H. Frances Reaves and her family traveled when their mother became too demented to live with their father. Ms. Reaves learned firsthand what it was like to care for an aging parent. Contact us and learn more this Monday. #ParentYourParents #MondayTips #ContactUs #LetUsHelp #PlanForward #EstatePlan #Wills

Having a will is important at any age – especially if you have minor children under 18. If you don’t have a will in place, here are just a few things to consider, including steps you can take to get the ball rolling. https://bit.ly/4dKKEtx

Do you need help parenting your parents? Are you familiar with the law firm, Parent Your Parents? It was created out of the journey H. Frances Reaves and her family traveled when their mother became too demented to live with their father. Ms. Reaves learned firsthand what it was like to care for an aging parent. Contact us and learn more this Monday. #ParentYourParents #MondayTips #ContactUs #LetUsHelp #PlanForward #EstatePlan #Wills

Noted CPA Robert Keebler, founder of Keebler & Associates, describes why clients with estate tax concerns might prefer to create a trust for both their children and their grandchildren. Using a generation-skipping transfer trust, Keebler says you’ll have the ability to transfer property to both generations and avoid estate tax. Watch this short video to learn more. New York Life Insurance Company and its agents do not provide tax or legal advice.