Friday, April 3, 2015

Financial safety document

Here is an interesting document that I got from an email from HDFC. Its principally about ensuring that in the case of death or a mishap- your family knows where the financial assets are and can use them wisely.

http://www.hdfclife.com/campaigns/HDFCLife-Little-Book-of-Legacy.pdf


One can take a print of the document , scan and save it on evernote or google docs or print it and keep it.

The important point is that it should be available for your family and they should know where it exists!


I thank HDFC for such a document... it is a Book of Legacy... and its simplefinancialsense!

( please subscribe to the posts!)


 

No comments:

Post a Comment

Subscribe via email

Enter your email address:

Delivered by FeedBurner