Eliminate the stress, confusion and worry of insurance and estate planning in just a few minutes by listening in on a conversation full of sage, time-tested advice between a financial specialist and a trusted caregiver who travelled the same restless path you’re walking right now.

with David Kimbrough

Caregiving is stressful. In fact, it can be downright overwhelming. The days are long. The nights even longer. After a full day providing care, I can’t count the number of times I wanted to throw up my hands, collapse face first onto my bed and cry.

Day after day, I felt like I was being pulled in a thousand different directions all at once.

Even the word "overwhelm" doesn’t really encompass everything you feel when you dedicate day after day to filling the every needs of someone else.

We caregivers are a special breed.

Your mood, your stress level and your thoughts are hopelessly intertwined with your patient’s. On the good days, you feel optimistic. On the bad days (of which there always seem to be too many), you pray you have enough strength  to make it through the next hour … the next minute … the next few seconds.

When I put together the Family Caregiver Summit, the word "overwhelm" was foremost in my mind. As a caregiver myself, I experience first hand the same anxiety, the stress and the worry you feel on a daily basis. The mental and physical struggles are real.

And unless they’ve been in your situation, most people won’t understand. They just don’t get it.

They don’t grasp the seriousness. The isolation. The feelings of guilt, inadequacy and cheerlessness.

They don’t realize the toll caregiving takes on you.

They can’t imagine there are times when you’re so overwhelmed you can barely come up for air and address your own needs, much less the needs pressed upon you by the situation.

When you’re drowning emotionally, when you’re physically sucked dry and your energy levels are depleted, the last thing you want to think about is the paperwork.

When you’re constantly busy attending a seemingly never ending list of a loved one’s needs and fulfilling doctor’s orders, the idea of financial planning and insurance are the furthest things from your mind.

Not because they aren’t important–because you know they are. But there just aren’t enough hours in the day to tackle them along with everything else.

I want to help you change that because …

The truth is, insurance and financial planning are vital to not only your patient’s health, but yours as well. 

And when appropriately addressed and applied to your specific situation, they will make your life as a caregiver much easier.

How can I help?

By sharing exactly what lifted the burden of financial planning for me and hundreds of other caregivers just like you.
In the Family Caregiver Summit, I had a heart to heart with an insurance and financial planning specialist. We discussed things like critical paperwork, important documents and keeping them organized, taxes and dozens of issues that may have slipped your mind.

The interview is like having a trusted friend sit at a table with you and connect the dots for you by answering those questions lingering in the back of your mind.

Nagging questions like:

  • Am I responsible for taxes and how soon should I take action?
  • What is a power of attorney? What can I do with it? What is disallowed?
  • How and where do I apply for power of attorney? How long does it take?
  • What is a trust? How do I set one up?
  • What are the most common insurance mistakes? How do I avoid making them?
  • What are the pitfalls in estate planning? How do I avoid them?
  • How can I educate myself to ensure estate planning and financial discussions go smoothly?

I get it. I know how busy you are, especially since your time is not your own.

If you’re like me, you don’t have time or energy to schedule meeting after meeting with estate and financial planners. But that doesn’t mean you shouldn’t benefit from having all of your important questions answered. In the interview, we cover the most frequently asked and important questions caregivers ask.

And I decided to make the interview on estate and financial planning available as an audio file. So you can listen to it while you’re busy on the hundreds of other tasks you accomplish throughout your day.

Instead of playing endless games of phone tag with people who may not have your best interests at heart, you can listen to the interview and have your questions answered anytime you want. You’re in control.

Maybe you’re thinking, I’ve already got enough on my plate. I’ll deal with all of this money and insurance stuff later.
Learn from my experience, avoidance is not a solution.

The IRS, the state auditors and the bankers don’t care how tired you are or how overwhelmed you are. They want what they want when they want it … or else.

Just because you don’t want to deal with these topics doesn’t mean they’ll go away. I’ve been there. Believe me, tax issues, estate issues and financial issues will impact you whether you’re ready to address them or not.

The longer you wait, the more complicated everything becomes.

Don’t let things pile up. Let me help you break them down into smaller, manageable pieces you can easily work with.

Consider this:

Will you wait and allow your concerns to turn into huge problems? Will you allow minor stress to turn into distress?

Or will you take action now and provide yourself with peace of mind that comes from checking one more thing off of your list of to-dos?

The choice is yours.

Yours in love, peace and truth,

Jeff & Peggy

P.S. I believe I’ve compiled one of the best resources for caregivers available on the market today and I want you to have it risk free. For any reason, if you don’t agree that the information makes your life easier, I’ll send you your money back without question. I would never dream of adding to the list of things you have to worry about.

This Power of Attorney, Insurance, and Financial Decisions package includes a 45-minute MP3 interview, transcript and Action Sheet. $28

Insurance and Financial Decisions Related to Aging and Death