Lifestyle Security Organizer is the road map for you and your family. It contains all the details and wishes that you may have. It is a gift of answers to your family. It will provide your family with information they need to make life easier and give them time when you are not there.The organizer is one of the best ways for you to say I love you to your family.
Introduction
Document Locator
Contents
Emergency Cards Fire Organizer Wallet Organizer Identity Protection Family Love Letter Please enable JavaScript to view this page content properly.
Section one:
Important Family Information
Section Two:
Family Health Information
Section Three A :
Protection Module P1 Vehicle ProtectionP2 Property InsuranceP3 Liability InsuranceP4 Disability InsuranceP5 Health InsuranceP5 Long Term Care InsuranceP6 Government PlansP7 Wills & DocumentsP8 TrustsP9 Life Insurance
Protection Module
P1 Vehicle ProtectionP2 Property InsuranceP3 Liability InsuranceP4 Disability InsuranceP5 Health InsuranceP5 Long Term Care InsuranceP6 Government PlansP7 Wills & DocumentsP8 TrustsP9 Life Insurance
Section Three B:
How To Prove You Own it
Section Three C:
Estate Plans and Final ArrangementsEstate Planning Being an Executor
Estate Plans and Final Arrangements
Estate Planning Being an Executor
Section Four:
Saving Module S1 Cheque AccountS2 Saving AccountS3 Credit UnionS4 Saving BondS5 GIC'sS6 Money MarketS7 Tax DeferredS8 Tax FreeS9 Tax Deductable
Saving Module
S1 Cheque AccountS2 Saving AccountS3 Credit UnionS4 Saving BondS5 GIC'sS6 Money MarketS7 Tax DeferredS8 Tax FreeS9 Tax Deductable
Section Five:
Growth Module G1 Government BondsG2 Corporate BondsG3 Municipal BondsG4 Preferred StocksG5 Blue Chip StocksG6 Growth SecuritiesG7 CollectablesG8 Real EstateG9Tax Shelters
Growth Module
G1 Government BondsG2 Corporate BondsG3 Municipal BondsG4 Preferred StocksG5 Blue Chip StocksG6 Growth SecuritiesG7 CollectablesG8 Real EstateG9Tax Shelters
Section Six:
Business Interest
Section seven:
Confidential Information
Section Eight:
Everything ElseEthical WillDisaster Preparedness Quide and Survival Checklist
Everything Else
Ethical Will
Disaster Preparedness Quide and
Survival Checklist
Office: 416-875-1505
Fax: 416-875-1504Daniel Hanzelka, CFPThornhill Square300 John St. Suite 201Thornhill ON, L3T 5W4dhanzelka@email.com * First name (required):* Last name (required):* E-mail address (required):Phone number:* Message (required):I want to receive newsletters, updates, and special offers