To my family and friends…
I am aware of the emotional upset one may experience at a time such as this. So that I may spare you any additional unrest, I have prepared this booklet to help you with the planning and decision making that must be done. Within these pages I have outlined my ﬁnal wishes. I have speciﬁed the arrangements that should be made and provided a list of those who should be informed of my passing. I have also provided a detailed list of all legal and ﬁnancial information that will be needed when settling my estate. I hope this somewhat lessens the difﬁculties you may face upon my passing.
This Final Wishes Guide is a gift to you and your family. Use it to reduce your loved ones responsibilities, inform your life insurance beneficiary(ies), and to put all your notes in one place. We understand the importance of a Final Wishes Guide and as a licensed insurance agent, I might contact you to follow up with you to discuss the guide and your specific plan for readiness.
Americo Financial Life and Annuity Insurance Company is authorized to conduct business in the District of Columbia and all states except NY and VT. Products are underwritten by Americo Financial Life and Annuity Insurance Company (Americo), Kansas City, MO, and may vary in accordance with state laws. Some products and benefits may not be available in all states. Certain restrictions and variations apply. Americo Financial Life and Annuity does not consider this information legal advice or creation of a legal will. For legal advice regarding wills and trusts, please consult an attorney. The “Final Wishes” guide is for fact finding purposes only and does not constitute a will or legal document.
By completing this form, you authorize an insurance agent to contact you by phone, text or fax at the phone number listed to provide automated and/or pre-recorded advertisements. You are not required to sign this to purchase any product. This consent applies to all products currently or in the future marketed or sold by us. This authorization continues until it is revoked by you. Further, you waive your right to commence or be party to any group, class or collective action against us relating to any communication made by us to you. This waiver extends to protect any third party on whose behalf or for whose benefit, in whole or in part, we initiated any communication. This waiver applies even if you revoke your consent to be contacted in the future.