My Family Record Book
Each one of us work towards the betterment of our families. Whether we contribute financially or not, worrying about the family’s financial future and their well-being is everyone’s job, right? Emergency planning is thus an integral part of this process.
But when emergency strikes, it comes unannounced. So, is your family completely aware of where all your investments are? Do they have access to it in case of any unforeseen events? Does everyone in your family, especially the person next-in-charge aware about your savings, investments, insurance, loans, nominations details, etc.?
It’s time to update them about the essential and confidential details of your investments and money so that they have access to it when needed. The very purpose of investing it to protect the family in case of uncertain times – which cannot be accomplished if they are not 100% aware!
Hence, it is very important to keep your loved ones informed on your financial and important personal details. All details such as financial obligations and whom to contact for what to, how to claim health insurance in case of medical emergencies, and the location of important documents, etc. need to be available to your loved ones. Good financial record keeping ensures that you and your family are aware of the family's financial picture. And the ultimate beneficiary for whom you are investing can have access to important details.
That's why LakshMe in association with Prudent Group has come up with the MY FAMILY RECORD BOOK for you and your family on this World Health Day. This book has been specifically designed keeping in mind important financial, medical, personal, and other miscellaneous information that is important for the family to know.
You can edit the book, keep a physical as well as a digital copy, and make sure you update this book with necessary details as and when required. Start filling up the MY FAMILY RECORD BOOK and keep your family secure.
Click here to download
Do you have any questions? Write to us