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06
Are the “lazy assets” being leveraged to accelerate family wealth?
07
Does the plan contain fully comprehensive disability and income protection benefits (PEP insurance)?
08
Are the estate plan distributions arranged WITH values guidelines?
01
Has a written financial strategy been documented and updated at least annually to adjust for changed circumstances, market trading conditions and latest carrier solutions?
02
Was the appropriate inflation indexing used in creating and funding the strategy?
09
Has a family meeting been convened at any point to reach consensus on key family issues surrounding long term care, asset sharing among siblings and family financial roles in the future?
05
Does the strategy contain the correct blend of guaranteed income “paycheques” and lifestyle “playcheques” to deliver financial peace of mind free from market volatility?
04
Have the long term care expenses been accounted for by the strategy in order to protect the children’s retirement from the unfunded health issues of the parents?
03
Was the appropriate life expectancy used in creating and funding the strategy?
10
Has an Estate Directory been completed and are the executors aware of it’s whereabouts?
SUMMARY
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