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Preparing for Life's Unexpected Turns: A Financial Safety Plan

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Manage episode 494717165 series 3677781
Content provided by Insurance Gone Wild. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Insurance Gone Wild or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

When Life Throws a Curveball: Are You Actually Prepared? 🧾💼⚡️Dennis Settlemoir and Stephanie Lencioni are pulling back the curtain on the “oh no” moments life loves to throw our way — from surprise ER visits to the “where’s the life insurance policy?!” panic. In this episode, they break down the must-know moves to keep your family prepared, not panicked.They’ll tackle everything from:Making sense of life insurance (no, it’s not just for old people) 💀Organizing your financial & insurance info before it’s an emergency 🧠Why your loved ones need access to everything (digitally, legally, and emotionally) 🔐Power of attorney, trusts, and other grown-up things you really should already know ⚖️Think of it as your roadmap to responsible adulting — with less legalese and more laughs. Hit play and learn how to future-proof your family’s peace of mind — because chaos is inevitable, but being unprepared is optional.#LifeInsurance #EmergencyPrep #PowerOfAttorney #EstatePlanning #FamilyFinance #Adulting101 #Podcast #MoneyMatters #InsuranceTips #PlanAhead #DigitalLegacy0:00 - Preparing for Life's Uncertainties Beyond Insurance Policies5:01 - Planning Ahead: Organizing Life Insurance and Estate Documents11:10 - Understanding Tax Implications on Life Insurance Proceeds13:00 - Discussing Life's Uncertainties and the Importance of Preparation16:55 - Challenges of Insurance Claims After Auto Accidents20:51 - Essential Steps for Managing Personal and Legal DocumentsEmail: [email protected]: https://www.facebook.com/InsuranceGoneWildGet a Quote!Panatela Group: https://panatelagroup.com/Call: 817-753-0093

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20 episodes

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iconShare
 
Manage episode 494717165 series 3677781
Content provided by Insurance Gone Wild. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Insurance Gone Wild or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

When Life Throws a Curveball: Are You Actually Prepared? 🧾💼⚡️Dennis Settlemoir and Stephanie Lencioni are pulling back the curtain on the “oh no” moments life loves to throw our way — from surprise ER visits to the “where’s the life insurance policy?!” panic. In this episode, they break down the must-know moves to keep your family prepared, not panicked.They’ll tackle everything from:Making sense of life insurance (no, it’s not just for old people) 💀Organizing your financial & insurance info before it’s an emergency 🧠Why your loved ones need access to everything (digitally, legally, and emotionally) 🔐Power of attorney, trusts, and other grown-up things you really should already know ⚖️Think of it as your roadmap to responsible adulting — with less legalese and more laughs. Hit play and learn how to future-proof your family’s peace of mind — because chaos is inevitable, but being unprepared is optional.#LifeInsurance #EmergencyPrep #PowerOfAttorney #EstatePlanning #FamilyFinance #Adulting101 #Podcast #MoneyMatters #InsuranceTips #PlanAhead #DigitalLegacy0:00 - Preparing for Life's Uncertainties Beyond Insurance Policies5:01 - Planning Ahead: Organizing Life Insurance and Estate Documents11:10 - Understanding Tax Implications on Life Insurance Proceeds13:00 - Discussing Life's Uncertainties and the Importance of Preparation16:55 - Challenges of Insurance Claims After Auto Accidents20:51 - Essential Steps for Managing Personal and Legal DocumentsEmail: [email protected]: https://www.facebook.com/InsuranceGoneWildGet a Quote!Panatela Group: https://panatelagroup.com/Call: 817-753-0093

  continue reading

20 episodes

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