With holidays approaching we get busier and busier…right through to the end of the year. It seems nearly non-stop with family gatherings, holiday shopping, special programs at the parish and at schools. Everybody gets busy! From what I’ve read about shipping and trucking delays of getting shelves restocked it looks like Christmas shopping will need to start even earlier for many.
As busy are you are, here is one item that needs your attention: If you have not yet completed the Annual Survey, please take just a few minutes and respond. It’s easier than ever; it can be done online at www.KofCSurvey2021.org. Your responses help me understand your current situation better. That in turn allows me to be of better service to you. For some of you, that means referring you or a family member to one of our many fraternal benefits. For others, it may mean updating important contact or family information. Still, others may benefit from a comprehensive look at their current insurance plans. With our new financial needs analysis tool and a few minutes together we can give you an accurate picture of where you stand when it comes to your family’s protection. With our full suite of products, life insurance, long-term care insurance, disability income insurance and retirement annuities, we can help in almost any situation.
Our financial needs analysis allows us to gather information from you and make fact-based recommendations based on your wants, needs, and desires. With the help of computer modelling we can look at a variety of scenarios and help ensure you are on the right track regardless of what lies ahead.
Now, before things get too busy, let’s meet and take a look at where you stand. Maybe you’re in good shape in one area but could use some shoring up in another. Those blind spots can be problematic, but once identified you can take the necessary steps to address them.
Thank you to the many brothers who have met with us so far this year. I’ve been very fortunate to be of service to them and their families. Even as the end of the year gets busy, we look forward to helping more.