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In this episode, we ask:
- Who is Joe Overfield?
- How did Joe make his first dollar?
- How many siblings does Joe have?
- What sort of work does Joe do with Intelliplan Financial?
- What about legacy?
- What is the legacy builder binder?
- If you were to pass away tomorrow, would your spouse know all of the assets you have, where to find them and who to contact in order to get them?
- What happened four years ago?
- How was the legacy builder born?
- Would you like an estate planning binder?
- Does this replace your estate plan or wills?
- How does this organize your plans?
- What can you prepare your family for after your life?
- Have you done it?
- Who do you want to receive your assets?
- How long do you plan?
- What is included in the legacy builder binder?
- What sort of insurance policies do you have that need to be cancelled upon death?
- What about the hospital?
- Have you ever sat down and told your child that you want to go to certain hospital?
- What about all of the assets?
- What about social security?
- What is the survivor’s checklist?
- What about stay at home widows with children?
- How often to update your information?
- Where should you keep the legacy builder binder?
- How do you bring up the subject with your parents?
- Can you create this on your own?
- Who are all of the people you need to contact after your loved one has passed?
- How could you get a copy of the binder?
- Would you like to order the legacy builder binder and the hour walkthrough with Joe? Reach out to Molly at 614-255-7547 or email Molly Kane at mkane@intelliplanfinancial.com.
After working several years in the insurance industry, Joe pursued a lifelong dream in 2015 and started his own firm, Intelliplan Financial. His practice is dedicated to foundational retirement income and helps show clients new strategies outside of the traditional retirement income planning box that stabilize and protect their financial futures. Joe strives to help manage any market volatility with the strategies provided so clients can feel confident and reach their retirement income goals.
Joe has helped his clients grow and preserve their wealth by helping them take control to reach their retirement income goals without taking unnecessary risks.
Joe is a Certified Financial Fiduciary and one of only 200 life insurance agents in the country who have successfully completed the rigorous training and continuing education requirements to become a Bank On Yourself Authorized Advisor. He was inducted into the National Academy of Best-Selling Authors, as a co-author with Bank On Yourself CEO, Pamela Yellen, of the number-one Amazon best-seller, The Secret to Lifetime Financial Security.
Joe lives in the Columbus, Ohio area with his wife and two children, and has been practicing the principles of foundational planning since 2004.
