Webinar Highlights: SAM Family Resource Binder

In this clip from our “Preparing for Life’s What If’s” Webinar, we introduce the SAM Family Planning Binder, a resource designed to organize your essential financial information for unexpected events. This binder helps compile key documents like financial statements, insurance policies, and crucial details about your portfolio and wealth manager.

In the webinar, we highlight the importance of keeping these resources in one place. If something unexpected happened, would your loved ones know where to turn? Would they have access to essential financial documents, understand your plans, and know who to contact for guidance?

Having these documents in one place, helps ensure your family is prepared for whatever life may bring.

Watch the full Webinar replay!