Financial Items to List in an Emergency Binder

When confronted with a family medical emergency we often times realize how unprepared we are. For this reason it is important to create and maintain an emergency binder for ourselves, but most importantly for the older adults in our lives. Financial information is a crucial section of a solid emergency binder.

Kelly Augspurger spoke to Kim Roberts about tips and the most important financial information that needs to be included in an emergency binder.

In this video:

1️⃣ Bank information, creditors, utilities, account numbers and passwords.

2️⃣ Power of Attorney listings.

3️⃣ Mortgage information, logins/passwords, investments, retirement plans, 401K's, etc.

4️⃣ Titles, deeds, financial planners, long-term care insurance policies, and much more!!!

🔗 For more information about Kim Roberts, please contact:

📲 Kim's Phone: 614-332-6740

📲 Kim's Email: [email protected]
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🎧 Listen to this full episode audio podcast: https://www.buzzsprout.com/2054429/episodes/15933058

📽️ Watch this full episode on YouTube: https://youtu.be/YX60TnAQOFI

#EmergencyBinder #SteadfastCarePlanning #LongTermCareInsurance #KellyAugspurger #KimRoberts #SteadfastInsurance

For additional information about Kelly, check her out on Linkedin or www.SteadfastAgents.com.

Steadfast Care Planning podcast is made possible by Steadfast Insurance LLC,
Certification in Long Term Care, and AMADA Senior Care Columbus.

Come back next time for more helpful guidance!

Тэги:

##SteadfastCarePlanning ##LongTermCareInsurance ##KellyAugspurger ##KimRoberts ##EvergoldAtHome

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