LifeFolio: Lifetime Financial Organizer

Lifefolio: Lifetime Financial Organizer

Sometimes life changes suddenly, and it is at these times, unfortunately, that we may find ourselves at a loss when searching for needed financial documents. Please take a look at the enclosed LifeFolio Checklist and jot down the locations of the important documents. We then can get together and review the checklist and I'll provide you with a complimentary LifeFolio Organizing Kit, complete with preprinted file tabs, which you and your family can use as a repository for all your important documents.

Contact me to schedule a convenient time for the two of us to get together to learn more about using the LifeFolio Organizing System?

Download the New York Life LifeFolio Checklist Download PDF

Helping You Achieve Your Financial Goals

Ronald "Buddy" Bailey is an agent of and licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of AK and WA. No insurance business may be conducted outside this/these state(s) referenced.

Ronald "Buddy" Bailey is also a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency. In this regard, this communication is strictly intended for individuals residing in the states of AK and WA. No offers may be made or accepted from any resident outside the specific state(s) referenced.