1. Do you have money set aside that you don’t intend on using for
income that will more than likely pass to your heirs or favorite
2. Have you purchased life insurance in the last 30 years, where the
cash value and death benefit are getting close to being the same
3. Have you already taken care of your funeral expenses or is that
something that the kids are going to take care of?
4. Have you addressed the tax implications of the retirement accounts
you currently have, that are growing tax deferred, should you pass
away too soon, or never end up using the money for income?
5. Have you addressed where the money will come from to cover the
expenses if something should ever happen and you need to be
confined to a nursing home, assisted living facility, or even just have
someone come into your home to help with your care?
Call Sage Capone today at 808-753-1868 for a free consultation to determine your needs assessment.