Legacy Mindset

09/25/2026

🌺 IMPORTANT UPDATE
Due to Hurricane Nolo, the Beyond the Sale workshop scheduled for September 25 is being postponed.
The safety of everyone comes first. 🤍 A new date will be announced soon, and we look forward to connecting, learning, and continuing the conversation Beyond the Sale.
Please stay safe, everyone! 🙏🏼

09/24/2026

Getting life insurance in place is a big step. Here are a few practical steps to take afterward so your loved ones know where to find it and your information stays up to date. 💚

✅ Keep your policy in a safe place, save a secure digital copy, and tell someone you trust where it is. Give them your insurance company’s name and your agent’s contact information, too.

✅ If premiums are due, check that each payment goes through—even if you use autopay.

✅ Make sure your primary and contingent beneficiaries are listed correctly. Review you beneficiaries after a marriage, divorce, new child, or other big change.

✅ Review your coverage as your family and finances change.

If a policy ever goes missing, the NAIC Life Insurance Policy Locator may help, but a search doesn’t guarantee a match. A little organizing now can make things easier for the people you love later.

If it’s been a while since you've reviewed your policy, let’s review it together. 😊

09/23/2026

⏰ 3 DAYS TO GO! 🏡✨

Kona Real Estate Agents — you’re invited!

Join Melissa Dawson for Beyond the Sale, a FREE workshop covering estate planning essentials every real estate agent should know.

Learn how wills, trusts, probate, and estate planning can impact real estate—and how you can recognize potential planning gaps and connect your clients with the right resources.

📅 September 25 | 1–2 PM
📍 KW Big Island – Kailua-Kona
🎟️ FREE & open to all real estate agents

Only 3 days to go—register today and save your seat!
👉 https://forms.gle/J4DuAYCZrEjPiDVk7

Sometimes adding value to your clients means knowing what happens beyond the sale. 🏠🤍

Come learn, connect, and add another layer of value to the families you serve. 🤍

09/20/2026

09/20/2026

Building a business is one thing. Building it with my daughter is something completely different. ❤️

One of the things I’m most grateful for about having my own business is that my daughter isn’t just watching me build it — she’s building alongside me as my business partner.

We get to travel together, attend events, learn new things, meet new people, grow personally and professionally… and still find time to laugh, explore, eat good food, and make memories along the way. ✈️🥰

There’s something special about sitting in a training together, talking about what we learned afterward, sharing ideas, and realizing that we’re both working toward something bigger.

Yes, we’re building a business.
Yes, we want to be successful.
But what I love most is who I get to build it with.

These trips aren’t only about business. They’re about learning together, growing together, experiencing new places together, and creating memories that I know I’ll look back on someday and be so thankful for.

Business partners. Mother & daughter & granddaughter. Three generations. Travel buddies. And still having fun along the way. ❤️

This is one of my favorite parts of this journey. ✈️💚

09/20/2026

Have you checked your life insurance lately? 💚

A lot can change over the years—your income, your family, your home, and your responsibilities. The coverage you had a few years ago may not be the coverage you need today.

And life insurance may do more than you realize. Depending on the policy, living benefits may give you access to a portion of your benefits while you’re still living if you experience certain qualifying health conditions.

Whether you already have coverage or you’ve never looked into it, it may be worth having a conversation and seeing what options are available.

No pressure. No complicated insurance talk. Just information to help you make the right decision for your family. ❤️

DM me “PROTECT” if you’d like to chat.

09/19/2026

If your income suddenly stopped, would your family be okay financially?

None of us knows what tomorrow will bring, but having the right protection in place can help give your family options when they need them most.

And depending on the policy, living benefits may allow you to access a portion of your life insurance benefit while you’re still living if you experience certain qualifying health conditions. That money could potentially help with things like medical expenses, household bills, or replacing lost income when you need it most.

To me, protection isn’t just about what happens someday. It’s about having a plan for life’s unexpected moments today, too.

If you’ve been meaning to look into your options, DM me “PROTECT.” 💚

09/04/2026

Gorgeous day for a wedding!!

09/04/2026

Beautiful setting.... it's almost time.