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The Ultimate Life Insurance Guide
By the time you work your way through this workbook, you will have a better understanding of life insurance, and you will have many of the questions you would want to personally ponder answered.
This workbook is written to help give clarity, which can ultimately lead you to peace of mind knowing you have taken the right steps in securing your family’s financial future.
Know Your Financial Forecast
Download our Know Your Financial Forecast Workbook to help you, hand in hand with the Ultimate Life Insurance Guide.
This Workbook is an Excel Spreadsheet with several tabs to help you in tracking monthly income and expenses; emergency savings; other savings; as well as tabs to look at the potential costs of mortgages and other types of loans.
The front page is a dashboard that pulls data from several of the other worksheets and gives you an ‘at a glance’ overview of where you are at any given time in your financial life.
This workbook was created to help you take an honest look at your finances while looking at life insurance in order to know the realities of what it takes financially to keep your family safe and functioning as they are today. This helps answer questions about how much and what type of life insurance you should be carrying.
The Reality of Final Expenses
Download our Reality of Final Expenses Workbook to help you both gather information so that your loved ones won’t have to, and, put numbers together in order to have a realistic understanding of what your final expenses (burial/cremation) look like in your area.
This workbook has tabs that allow both you and your spouse or partner to spell out what your final wishes are, document the essential information so that went the time comes, your loved ones won’t have to try to find all this information or simply guess.
Additionally, there are tabs with information about your rights as a consumer, and, how to shop for costs and track the information you receive.
Having final expense costs, even an estimate, can help give you a realistic picture of the financial burden left to loved ones if you pass without having life insurance or specific funds set aside for this purpose.
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Life Insurance 101
You can check out our life insurance blog here, where we will post updates, latest info about what’s going on in the industry, and more information.
On our Blog page, we post articles on a variety of living well subjects like living in gratitude, staying motivated, getting into good trouble, and more.
Hall Benefits has life insurance agents that come to you in both Northern and Southern Utah.
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Las Vegas, NV
Hall Benefits has life insurance agents covering Las Vegas, Henderson, and the rest of Clark County/ Southern Nevada, as well as Reno, and Carson City.
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Hall Benefits has life insurance agents that will come to you in Arizona.
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We're Expanding Across the United States!
Hall Benefits is currently training new life insurance agents in several new states. Call, text or email to find out if we have an agent in your area!
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