𝗗𝗲𝗮𝘁𝗵 of a Spouse After Age 65 - 𝗪𝗛𝗔𝗧 𝗧𝗢 𝗗𝗢

1 year ago
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✔️ Our site: https://SeniorSavingsNetwork.org (Secure)
1-800-729-9590
𝗗𝗼𝗰𝘂𝗺𝗲𝗻𝘁𝘀 𝘁𝗼 𝗗𝗼𝘄𝗻𝗹𝗼𝗮𝗱:
https://sqr.co/what-to-do What do to upon the death of a spouse

https://sqr.co/prepare How to Prepare Before the Crisis

The key idea of the video is to emphasize the importance of financial preparation and organization for death, including updating beneficiaries and wills, ordering death certificates, having a life insurance policy, and open communication about finances.

𝗖𝗵𝗮𝗽𝘁𝗲𝗿𝘀 𝗶𝗻 𝘁𝗵𝗶𝘀 𝗩𝗶𝗱𝗲𝗼:

0:00 💼 Prepare financially for death by accessing free resources to make the process easier, as many people neglect to update beneficiaries and wills, leaving loved ones to navigate the aftermath alone.
02:59 💼 Regularly review and update your will and assets to avoid complications and ensure your wishes are carried out, and work with a trusted advisor for proper management.
05:06 📝 Women who have lost their husbands should prioritize self-care and support, using checklists to stay organized and avoid feeling overwhelmed, while our organization aims to provide resources and guidance through difficult times.
07:14 Ordering death certificates is important for financial matters after a person's death, and it is recommended to order at least 10 certificates unless there are significant financial assets and accounts.
09:03 Having a life insurance policy simplifies funeral arrangements and covers costs, so it's
11:06 Partners should have open communication about their finances and share important documents; a woman is left overwhelmed and unprepared after her husband's sudden death, highlighting the importance of estate planning and financial organization for seniors and their loved ones.
13:56 Trust your instincts, ask questions, and prioritize experience when looking for a financial advisor in retirement who specializes in a few areas and has a team of experts supporting them.
16:04 Download important documents for immediate steps after someone passes away and pre-arranging assets to avoid problems, and have critical conversations ahead of time to stay prepared for senior issues.

Key insights:

⏳ Chelsea emphasizes the importance of preparing for death ahead of time to avoid critical stress when the time comes.
💡 The biggest problem when it comes to planning for the end is that people avoid thinking and talking about it, leaving their loved ones to navigate the aftermath alone.
💔 8 out of 10 women today will end up being in the sole Financial driver's seat because their husbands will likely pass before they do, leaving them with the burden of figuring out everything.
📝 Having a trusted loved one or advisor to help navigate the process of dealing with financial matters after a death is important.
💰 The reassurance of having everything taken care of financially after a loved one's passing brings peace and comfort to the family.
💼 Lack of financial knowledge and preparation can have devastating consequences for individuals who suddenly find themselves responsible for managing assets and bills.
💡 "I always run from the advisors who claim to be an expert in everything. I know that that's impossible you can be knowledgeable about an inch deep on all topics but you can only be an expert at a few things."
📝 "One is what to do immediately after someone passes away all the steps that you need to do from the most important and Urgent right now to the not so urgent that you can do simply weeks from now but having this in front of you."

𝗢𝘁𝗵𝗲𝗿 𝗛𝗲𝗹𝗽𝗳𝘂𝗹 𝗟𝗶𝗻𝗸𝘀:

𝗛𝗼𝘄 𝗱𝗼 𝗜 𝗮𝗽𝗽𝗹𝘆 𝘁𝗼 𝘀𝘁𝗮𝗿𝘁 𝗠𝗲𝗱𝗶𝗰𝗮𝗿𝗲?
http://HowToStartMedicare.com

𝗡𝗲𝘄 𝘁𝗼 𝗣𝗮𝗿𝘁 𝗕 𝗼𝗳 𝗠𝗲𝗱𝗶𝗰𝗮𝗿𝗲 (𝘁𝘂𝗿𝗻𝗶𝗻𝗴 𝟲𝟱 𝗼𝗿 𝘀𝘁𝗮𝗿𝘁𝗶𝗻𝗴 𝗹𝗮𝘁𝗲𝗿)?
http://SeniorSavingsNetwork.org/openenrollment

𝗢𝗻 𝗮 𝗦𝘂𝗽𝗽𝗹𝗲𝗺𝗲𝗻𝘁 𝗼𝗿 𝗻𝗲𝗲𝗱 𝗼𝗻𝗲, 𝗯𝘂𝘁 𝗻𝗼𝘁 𝗶𝗻 𝘆𝗼𝘂𝗿 𝗶𝗻𝗶𝘁𝗶𝗮𝗹 𝗲𝗹𝗲𝗰𝘁𝗶𝗼𝗻 𝗽𝗲𝗿𝗶𝗼𝗱?
http://SeniorSavingsNetwork.org/underwritten

𝗔𝗻 𝗲𝘅𝗶𝘀𝘁𝗶𝗻𝗴 𝗰𝗹𝗶𝗲𝗻𝘁 𝗼𝗳 𝗦𝗲𝗻𝗶𝗼𝗿 𝗦𝗮𝘃𝗶𝗻𝗴𝘀 𝗡𝗲𝘁𝘄𝗼𝗿𝗸 𝗮𝗻𝗱 𝘄𝗶𝘀𝗵 𝘁𝗼 𝗿𝗲𝘃𝗶𝗲𝘄 𝘆𝗼𝘂𝗿 𝗽𝗹𝗮𝗻?
(Note, Supplements do not ever change, but the market does and we might save money.)
http://SeniorSavingsNetwork.org/renewal

👍🏻 HELPFUL LINKS 👍🏻

𝗢𝗻 𝗠𝗲𝗱𝗶𝗰𝗮𝗿𝗲 𝗗𝘂𝗲 𝘁𝗼 𝗗𝗶𝘀𝗮𝗯𝗶𝗹𝗶𝘁𝘆 - 𝗪𝗵𝗮𝘁 𝗣𝗹𝗮𝗻𝘀 𝗔𝗿𝗲 𝗔𝘃𝗮𝗶𝗹𝗮𝗯𝗹𝗲?
http://MedicareOnDisability.com

𝙒𝙝𝙖𝙩 𝙞𝙨 𝙋𝙡𝙖𝙣 𝙉 𝙈𝙚𝙙𝙞𝙘𝙖𝙧𝙚 𝙎𝙪𝙥𝙥𝙡𝙚𝙢𝙚𝙣𝙩?
http://PlanNMedicare.org

𝗛𝗼𝘄 𝗱𝗼 𝗜 𝘀𝗲𝗲 𝗠𝗲𝗱𝗶𝗰𝗮𝗿𝗲 𝗔𝗱𝘃𝗮𝗻𝘁𝗮𝗴𝗲 𝗽𝗹𝗮𝗻𝘀?
http://MedicareAdvantageNearMe.com

𝐖𝐡𝐚𝐭 𝐬𝐡𝐨𝐮𝐥𝐝 𝐈 𝐛𝐞 𝐜𝐨𝐧𝐜𝐞𝐫𝐧𝐞𝐝 𝐚𝐛𝐨𝐮𝐭 𝐰𝐢𝐭𝐡 𝐀𝐝𝐯𝐚𝐧𝐭𝐚𝐠𝐞 𝐩𝐥𝐚𝐧𝐬?
http://AllAboutMedicareAdvantage.com

𝐂𝐡𝐫𝐢𝐬, 𝐇𝐨𝐰 𝐃𝐨 𝐘𝐨𝐮 𝐆𝐞𝐭 𝐏𝐚𝐢𝐝?
http://HowDoYouGetPaid.com

𝐓𝐡𝐞 𝐆𝐚𝐬𝐨𝐥𝐢𝐧𝐞 𝐑𝐞𝐛𝐚𝐭𝐞 𝐏𝐫𝐨𝐠𝐫𝐚𝐦 𝐂𝐡𝐫𝐢𝐬 𝐓𝐚𝐥𝐤𝐬 𝐀𝐛𝐨𝐮𝐭:
http://SeniorSavingsNetwork.org/gas

If you know anyone with a plan decision to make, please have them 𝗰𝗮𝗹𝗹 𝗺𝘆 𝗼𝗳𝗳𝗶𝗰𝗲.
1-800-729-9590
We can't help everyone, but we certainly try!

Thank you!
Christopher Westfall​

#medicare #medicaresupplement #medicareadvantage

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