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Organizing Financial Documents

Jul 8, 20207/8/2020

Learning Center

Planning for Change

WoodmenLife’s Planning for Change booklet is a valuable resource for you and your family to organize financial documents1. It can help you identify and organize important records to make them easier to locate when you really need them.

It can also help you clearly communicate your wishes when you are no longer there to take action yourself.

Many people don’t like change. Even those who do may not prepare for it. But our free Planning For Change booklet can help your loved ones:

  • Locate and organize financial documents
  • Determine Powers of Attorney
  • Keep track of your accounts, investments, credit cards, and insurance policies
  • Implement your estate plan
  • Be informed of your assets
  • Know your important contact information
  • Carry out your final wishes

Download a free Planning for Change booklet for yourself today.

  1. WoodmenLife, its employees and its representatives are not authorized to give tax or legal advice. Individuals are encouraged to see, advice from their own tax or legal counsel.
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Securities are offered through Woodmen Financial Services, Inc., 1700 Farnam Street, Omaha, NE 68102, member FINRA/SIPC, a wholly owned subsidiary of Woodmen of the World Life Insurance Society (collectively “WoodmenLife”). Securities other than the WoodmenLife Variable Annuity are issued by companies that are not affiliated with Woodmen of the World Life Insurance Society.

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This company was issued a A+ (Superior) rating by the A.M. Best Company, click for additional details. WoodmenLife has been awarded a rating of A+ (Superior), the second highest ranking out of 15, for its financial strength and operating performance in 2018 by A.M. Best, an independent rating company that is nationally recognized for its objective reporting and rating of insurers.

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