Free Resource
The Family Funeral Planning Kit
A free 33-page resource that helps your family organize wishes, documents, and costs ahead of time, so the people you love are not left guessing during a hard week.
A life insurance policy is one piece of a good plan, but it is not the whole plan. Time and again, families are caught off guard not just by cost, but by decisions no one talked about in advance. This kit is Charlie's way of helping you get ahead of that.
It is written in plain language for real families, not insurance insiders. Work through it at your own pace, and call or text Charlie directly if you want to talk through a section.
What's inside
Funeral planning checklist
A step-by-step list so nothing important gets missed.
Funeral & cremation cost guide
The categories to price out so your family can plan realistically.
Important documents checklist
What to gather and where to keep it so it is easy to find.
Beneficiary worksheet
A simple place to record wishes and who should be contacted.
Questions to ask
The right questions to ask a funeral home and an insurance professional.
Final wishes pages
Space to write down the details that matter to you and your family.
A note on this resource
Have questions about life insurance in Minnesota?
Talk with Charlie for a calm, no-pressure conversation about your options. Call or text Charlie directly, ask him to compare coverage that fits your family, or book a Benefit Coverage Consultation.