Go To Folder

April 27, 2021

Planning ahead for the unexpected is so important.   Organizing and finding the necessary documents in case something happens to you goes a long way towards helping those who are helping you.

One way to do that is to pull the documents and information together in a “Go To” folder or binder and then letting your loved ones know where to find this in case it is needed.

Click HERE to watch a recent interview with our Founder/CEO Jill Pullium on the AZTV’s Daily Mix about this process.

Get started by clicking Go to Folder 2021 and downloading the checklists and information that should be included in your documents.


Categories: Benefit Tool Box