As part of your overall planning, we also encourage our clients to ensure their wills and power of attorney are up to date.
We recommend a review of these documents with your legal counsel every few years. If you have not yet set up a will or power of attorney, we would be happy to make an introduction to one of the professionals in our strategic network that we work with.
I recently submitted a disability claim. It was a very stressful time for me. Mark was the third person I called. He told me, ‘you focus on getting better and we will look into what we have to do claim wise,’ and he got back to me in a day or two.