Hi there! It has always been my goal to continue to guide you as you create your legacy of peace, and now that we've created that foundation together, it's essential to keep things updated! I've given you a head start on some common things that may have changed in the last year-what else do you need to add? One update on my end that I'm thrilled to share is I now have pre-planning services available for Families, Small Business Owners, and Caregivers! As always, if you know of someone who would benefit from any of these services, I'd be honored to help.
Feel free to reach out if you'd like to get together to work on updating your book together. You can reach me at [email protected] or 317-732-5181. I hope that all the changes you have experienced have been good ones. All my best to you and yours in this next year!
1. Have you experienced any major transitions or milestones within the past year? 2. Have you recently started a new job or moved to a new home? 3. Have you experienced any significant changes in your family or personal life: marriage, birth, or death in the family? 4. Have any of these transitions impacted your daily routine or activities: insurance, home loan information 5. Employment: Have you started a new job or changed careers? Have you been promoted or do you have a new supervisor? Who would someone need to contact at the office on your behalf? 6. Relationships: Have you gotten married, had a child, or lost a loved one? Do you need to update contact information for anyone? 7. Housing: Have you moved to a new home? Bought or sold a property? Has your insurance changed? 8. Possessions: Have you bought or sold any vehicles? Have you acquired or passed out any heirlooms? 9. Health: Any new diagnosis or history to include? New medications or allergies? New doctors? 10. Finances: Have you paid off or gained any new debts? Have you made any major purchases that should be added to your other sections (heirlooms, vehicles, etc.) 11. Education: Any updated information to add? 12. Contacts: Have you changed doctors? Insurance providers? Lost or gained any important contacts?