Questions to pose to Asset Finder prospect..
1) Are all your assets listed in one location?
2) Does every asset have a contact person
and phone number?
3) Do you also keep track of liabilities?
4) Is your safe deposit information stored
in your files?
5) Is there information about the location
of your will and/or living trust?
6) Do your files have the name and number
of the attorney that drew up the trust?
7) Is there a complete listing of all
beneficiary names, addresess, phone numbers and email addresses?
8) Do you keep list of key financial
website's usernames and passwords (like your bank and brokerage house)?
9) How often do you update all this info?
10) Would it be easier if all this info
was online and we reminded you every 6 months to update your files?
11) Finally, once you're gone, Asset
Finder will automatically inform your heirs via emails and letters
of your inheritance information.
12) Plus Asset Finder provides a toll
free (800) number to assist in liquidating the assets.
Asset Finder allows you to keep all this
information in one online place.
By adopting Asset Finder, you make it
easier on yourself to update your online records. Plus you'll save
your heirs hours and hours of time consuming work if all your inheritance
information is in one place.
Grow
the IRA Or Qualified Plan Dollars Without Income Or Estate Tax
