MARVIN LEBLANC
  • Home
  • ABOUT
    • TESTIMONIALS
  • WORK WITH MARVIN
    • KEYNOTES
    • CONSULTING
    • Planners and Bureaus
  • SHOP
    • HARDCOVERS & PAPERBACKS
    • EBOOKS
    • AUDIOBOOK/MP3
    • COACHING/CONSULTATION PACKAGES
    • GROUP ORDERS (+10)
  • BLOGS
  • PODCAST
  • FREEBIES
    • Recipes
  • Contact

WELCOME TO MY BLOG

Are Your Records Organized?

12/1/2016

0 Comments

 
Picture
By: Marvin LeBlanc

Each week we painfully witness Mother Nature's ability to interrupt our daily lives. Flooding, Ice storms, Thunderstorms, Tornadoes, Hurricanes. What else am I forgetting? 

If you were incapacitated, would anyone be able to find your important records and take care of your family's financial or business matters? Having important papers organized and accessible in advance can be very important in an emergency or crisis situation. 

Think about location. Options for storage might include a home safe, fire-security box or off-site location such as a safety deposit box. The storage container should be securable and fire resistant. Shoe boxes or cardboard boxes in the closet or under the bed are not appropriate.
 
Who knows? Does someone in addition to your partner or family members know where these papers are kept? Consider making a list of such papers and records, and on the list state where these documents can be found. Then advise a trusted third party - an attorney, CPA, relative, or family friend - where this list is kept.
 
The general idea is that someone not living in your residence knows about this list and how to access it. This decision requires a certain comfort level, and you alone must make that decision based on trust.
 
Which papers? Regardless of who knows what, organized records are always a plus. The following items might be part of your "important documents" list:

  • safety deposit box key
  • life insurance policies
  • deeds, contracts, leases, titles, mortgage(s), loan notes
  • banking, savings, investment and retirement account(s) records
  • will
  • burial arrangements
  • all other insurance policies (health, auto, home, etc.)
  • birth certificates
 
However you decide to store your personal records, and whatever you decide to include, one fact is clear. If important legal, business and personal documents are organized and accessible, the handling of a crisis situation is made much easier.

We sincerely hope that you find these ideas helpful and then ACT ON THEM now. Knowledge is not power. Applying the knowledge and ideas is where the power rest.
 
Peace, Love and Gumbo,
Marvin LeBlanc, LUTCF, CNP

About The Author

Marvin LeBlanc LUTCF, CNP, is a performance strategist and author of the number one Amazon Kindle best-selling book, Come Hell or High Water: Life Lessons from Hurricane Katrina. Marvin not only brings wisdom and insight gained from his three decades in the insurance and finance industries, but he also empowers others through his unique sharing of lessons and techniques from years of corporate and leadership training and motivational programs. A vibrant entrepreneur who makes the stage his own–and yours, Marvin’s humor-filled stories bring inspiration, heart-warming truths and tangible, strategic takeaways you can bring back to your organization.

0 Comments



Leave a Reply.

    Categories

    All
    Attitude And Personal Development
    Insurance Focused
    Marvelous Moments
    Performance And Productivity
    Small Business Leadership
    Small Business Sales
    Spiritual Matters
    Teamwork

      Join the MPS Family Today!

    Subscribe to Newsletter

    Picture
    View my profile on LinkedIn


    ​

    RSS Feed


    Archives

    December 2022
    November 2022
    October 2022
    September 2022
    August 2022
    April 2022
    March 2022
    February 2022
    January 2022
    December 2021
    November 2021
    October 2021
    September 2021
    August 2021
    July 2021
    June 2021
    May 2021
    July 2020
    May 2020
    April 2020
    January 2020
    April 2019
    March 2019
    January 2019
    December 2018
    November 2018
    October 2018
    September 2018
    August 2018
    July 2018
    April 2018
    February 2018
    January 2018
    December 2017
    November 2017
    October 2017
    September 2017
    August 2017
    July 2017
    June 2017
    May 2017
    April 2017
    March 2017
    February 2017
    January 2017
    December 2016
    November 2016
    October 2016
    September 2016
    August 2016
    July 2016
    June 2016
    May 2016
    April 2016
    March 2016
    February 2016
    January 2016

Picture
Picture
Picture
Hire Marvin LeBlanc on eSpeakers Marketplace

What Our Clients Are Saying

​"I worked with Marvin on many occasions in client meetings. The vision and professionalism, along with his personal attention and caring, were first class. I enjoyed learning from him during my time with Phoenix. He is a true leader and visionary."  
​Lynella Devillier, Wealth Management Consultant, Phoenix Wealth Management

Meeting Planners & Bureaus

FAQ

Testimonials

Free Resources

Picture

Contact Us

(855) 441-0288

Subscribe
Join our mailing list today!

Join Now
Copyright © 2018 Marvelous Performance Systems
  • Home
  • ABOUT
    • TESTIMONIALS
  • WORK WITH MARVIN
    • KEYNOTES
    • CONSULTING
    • Planners and Bureaus
  • SHOP
    • HARDCOVERS & PAPERBACKS
    • EBOOKS
    • AUDIOBOOK/MP3
    • COACHING/CONSULTATION PACKAGES
    • GROUP ORDERS (+10)
  • BLOGS
  • PODCAST
  • FREEBIES
    • Recipes
  • Contact

Amazon #1 Bestseller Come Hell or High Water (Book)

Picture
Are you struggling in your sales career, with running a successful business or with overcoming adversity in your personal life?
 
​You'll laugh, you'll think, and you'll ACT differently after reading and implementing the valuable ideas that Marvin shares inside.
Purchase Now