Waterview Business Partners
Providing Insurance Based Solutions to Life’s Challenges
The Waterview team is just that, a team. As you will read in our bios, we are very involved with the non-profit community. We feel it is important for you to plan, to think and ultimately to act on what is important for you, as we do.
We are focused on helping you gain clarity on where you are today and then to help you protect the structure you envision using the most current and up to date insurance solutions. This is also why we believe timely insurance reviews should be done when a life event changes your situation.
Simplify the Process
“No one said life was easy” but it doesn’t have to be hard also.
Couple of ideas to get this started.
1) Make it a family affair – give everyone in your family a sheet of paper and ask them where they want to be in 5 years and 20 years. You may get quite a chuckle out of the responses.
2) Use it to teach a life lesson to your kids and you may just find this will help your children learn why it is important be organized, to not procrastinate and enjoy the journey.
3) Set a time limit. Limit discussion time to an hour or two. Maybe even just once a week for us to be a part of the discussion. You know your family best and if this is something that must be done soon. You also know that for many it is best to do this quickly and then review the final thought when completed.
Email [email protected] and let us schedule a time for our team to meet you and your team.