Planning Guide Overview – GrowingCommunityX

Planning Guide Overview

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PLANNING GUIDE

Licensed Funeral Director & Embalmer

Licensed Producer in Life, Health, Medicare Supplement / Long-Term Care Insurance, and Final Expense Planning

(336) 701-3069 • chrism.cordell@gmail.com

President and C.E.O.

Christopher Cordell

ESTATE PLANNING “Retirement” 1 - 14

Glossary of Terms 1
Getting Started 2
Develop Your Strategy 3-8
Money Now and Later 9-14

PROBATE, WILLS, AND TRUSTS 15 - 21

Glossary of Terms 15-16
Probate & Privacy 17
Inheritance / Death Benefit 18-19
Family Participation 20-21

ADVANCED PLANNING 22 - 34

Glossary of Terms 22-23
Medicare Overview 24-29
Final Expense Options 30-31
Planning Guide 32-33
Document Your Wishes 34

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