Create a Family Resource File
If something happened to you, could your spouse or family step in and seamlessly manage everything until you are back on your feet? Plan for the unexpected and make sure all your important life details are organized and in one place by creating a Family Resource File. Get guidance understanding the types or categories of information to include and the specific details within each category.
Sandra J Batra
Instructor
Sandra Batra worked for Marketplace by John Hancock, where she created, marketed and sold life insurance products directly to consumers. In this role, she developed experience executing and managing estate plans, and she now puts this knowledge to use creating customized life transition binders and Family Resource Files for clients.
CTF-Resource FIle April 11
Online registration is overInstructors:
- Sandra J Batra
| Date | Time | Location |
|---|---|---|
| Tue, Apr 11th 2023 | 6:30 - 8:00 PM | Online |
CTF-Resource File April 4
Online registration is overInstructors:
- Sandra J Batra
| Date | Time | Location |
|---|---|---|
| Tue, Apr 4th 2023 | 6:30 - 8:00 PM | Online |