The 10 Point Checklist Before The Silly Season Starts
The holiday season is around the corner and our schedules are jammed packed with events, shopping, last minute work commitments and family reunions. It almost feels impossible to juggle it all and remember the most important task of ensuring your loved ones are protected in the event of any unforeseen circumstances during this silly season.
That’s why we have made it easy to complete a quick 10 point check before the silly season starts to ensure that your loved ones are protected and possessions during this time:
Do you have an up to date Will? Is your Will Signed ?
Is your life policy, disability cover, dread disease cover up to date? Are the beneficiaries correct?
Is your car and household insurance up to date ?
If you going away - is your house alarm in working condition ?
Are your investments performing well? Maybe look at re-balancing your portfolio?
Is you medical aid option working for you ? - Maybe look at upgrading or changing your plan for the new year ?
Do you have medical gap cover? This could help with shortfalls on your medical aid?
Make provision for extra expenses or unforeseen expenses?
When last did you review your financial plan with your advisor to ensure all bases are covered?
Have looked at minimizing your debt or consolidating your debt?
If you have answered ‘No’ to any of these questions, get in touch today a let me take away the stress and assist you to leave a legacy and ensure your loved ones are protected against any unforeseen events that can occur during this silly season.
