09/10/2024
Update from last week's post....
The little cutie on Santa's lap is my youngest daughter at age 8, the same age I was when my father passed away.
My dad had a life insurance policy that was designed to protect and cover the mortgage. The problem is, the value of the policy was not calculated correctly, leaving my mom and siblings to figure out how to pay the mortgage balance going forward.
If you haven't evaluated your life insurance policy against your mortgage balance and daily living expenses, give me a call. I take this very personally and can help you understand where you may have gaps in protecting your family and your most important assets!