Broker Check

Request for: What Issues Should I Consider if my Spouse Has Been Diagnosed with a Terminal Illness?

Life will bring many challenges, unfortunately, including a spouse that might be diagnosed with a Terminal Illness.  If that happens, this checklist can help make sure you don't miss any important considerations.

What are the Eligibility Issues?
Cash Flow Issues?
Debt Issues?
Tax Planning and Other Concerns?

Let's pray it never happens.  This could be one of the most traumatic events we would ever have to deal with.  However, if it happens, this checklist can be a helpful tool to make sure that the Emotions of the moment don't cause us to overlook important considerations, such as:

  • Do We Have Enough Cash Flow?
  • Is LTC Needed?
  • Are Our Estate Documents Up To Date?
  • Do We Have Life Insurance In Force?
  • Employer Concerns?
  • Employer Benefits?
  • Time Off?
  • Taking Care of The Kids
  • Tax Issues?

Please send me the Checklist: What Issues Should I Consider if my Spouse Has Been Diagnosed with a Terminal Illness?

Thank you!
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