EstateChecklist.com
Here’s the story… of a lovely lady named Marsha. One of six kids, with two sisters and three brothers, she’d always had a story of her own. Marsha married Brian, a guy with a solid job that kept them bouncing from place to place. They made a decent living, with just enough to enjoy a little travel here, a little adventure there—Marsha and Brian, the two of them together, making memories.
They had three kids who grew up to be just as groovy, and before they knew it, five grandkids joined the scene. Life was sweet, filled with birthdays, baseball games, and family beach days. It was their own little bunch, filled with laughs and blessings.
But then came the day Brian passed from COVID way too soon and much too sudden. Marsha was heartbroken, feeling like the rug had been pulled out from under her. It felt like she was facing an uncertain world alone. But Marsha wasn’t one to sit back—she knew she had to keep it all together, for her family and for herself.
With Brian’s pension and her Social Security, she had enough to get by, but things were tight. She’d be able to pay off the last of the mortgage and have about $50,000 in cash. Not bad, she thought, considering they hadn’t exactly prepped for this. But still, she wasn’t thrilled about the idea of going back to work in real estate at age 66. The thought of selling a few houses didn’t excite her, but it might cover emergencies and maybe a few getaways with the grandkids.
Then Marsha started thinking: if Brian’s little insurance policy had helped so much, maybe it was time for her to get a policy, too. She figured, with good health, she could be around for another 20 or 30 years, and she didn’t want a monthly bill for that long. She wanted something as solid as the Brady Bunch theme song—consistent, reliable, and steady.
So, she reached out to her friends, and that’s when Janice clued her in. Janice had her life all squared away. “Marsha,” she said, “I went to EstateChecklist.com. Christopher won’t sell you anything; he’ll just explain the options. You’ll get a free estate planning checklist to go through in your spare time. And if you need an estate planner, he can refer one. But the best part? You can lock in an insurance policy with one payment. Just one!”
“One payment?!” Marsha sang out, a bit like Jan on the show.
“Yep, one payment!” Janice laughed. “No monthly bills, no letters saying the policy terms changed. Christopher’s been helping people lock in policies that grow tax-free over time. You pay a bit upfront, but then it’s all yours. Plus, you’re protected from lawsuits, and any leftover goes to your kids, tax-free!”
Marsha couldn’t believe it. “Why didn’t I know about this?”
Janice chuckled. “Girl, I’ve been living off the interest from me and Kyle’s policy for 18 years! We haven’t touched a cent of the original amount. The policy just grows, and our kids will get a nice tax-free legacy. And you know what’s better? It’s set up, so they can’t just blow it all!”
Marsha grinned. “Okay, I’m in. Not interested in anything big like yours. I’ll start with a $25,000 policy. Just something for peace of mind.”
“Smart move, Marsha. There’s no perfect time; you just have to start. It’s easy—just email Christopher at estatechecklist@gmail.com or fill out the form on EstateChecklist.com. No pressure, no hassle. And remember Rudy? She did the same after Stan passed.”
Marsha’s eyes lit up. “Really? I had no idea!”
“Yup! And now she thanks me every time we chat,” Janice said. “This is the way to go, Marsha.”
And that’s the way Marsha found her peace of mind, moving forward one smart choice at a time. She called Christopher, and the rest is history—a story as memorable as the classic TV families we all grew up with.
For anyone like Marsha, Christopher at EstateChecklist.com is ready to help! Contact him today:
Email: estatechecklist@gmail.com
Website: EstateChecklist.com
With a simple, single-payment policy, you’ll enjoy the benefits of tax-free growth, accessible cash value, and the assurance of leaving a legacy—without the hassle of monthly payments. Marsha’s story is a reminder that planning now brings peace later.