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Inheritance Planning Crossword Puzzle #1

Estate IQ

Inheritance Planning Crossword Puzzle #1

First off, thanks for taking the time to engage with our crossword puzzle.

OneDigitalTrust is committed to increasing knowledge about estate and inheritance planning. We’ve designed our platform to make users more educated and knowledgeable about the inheritance planning process and terminology so they’ll be better informed about their choices.

Bottom line:  the 65+ population in the U.S. is growing at an  unprecedented rate. Between 2020 and 2060 the number of older adults will increase by 69% (from 54 Million to 95 Million); during the same period, the 85+ population is projected to TRIPLE (from 7 Million to 19 Million)1.

We believe that at some point you’re likely to serve as an executor (or a support role) in the estate plan of a loved one or a friend in some way, so learning more about estate & inheritance planning makes sense. We’re motivated to think of creative ways to spread awareness about this topic and share important tidbits of information.

 1 Source: Population Reference Bureau (www.prb.org)

 

If you are a trusted provider-institution serving your customer’s financial needs, why not add inheritance planning to your range of offerings? Fill out the form on this page and we’ll show you how you can empower your customers to complete essential end-of-life planning, using our customizable, white-label platform. We offer several flexible pricing

options for your institution to make the platform available to your  customers, branded as yours.

Instructions:

  Click on a clue (Across or Down) and the word will highlight in the puzzle
–  Type in the correct word to solve; click enter
–  If correct, a green check will appear; else a red cross will appear

 The puzzle is below – good luck completing it!

 

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External Articles

Why Prioritizing Personal Wellness Can Be A Win For Institutions, Customers, And Employees

The following is an abstract of an article that was originally published in Forbes on April 18th, 2022.

The Covid-19 crisis spawned severe and synchronized economic scarring worldwide, leaving a $16 trillion price tag in its wake. But it is the human scarring that has been its most sizable consequence—the disappearance of over 3 million lives translated as 20 million years of life lost. The impacts of such an unprecedented crisis on personal wellness are here to stay.

 

The Challenge

  • How firms can be more responsive to the needs of their employees
  • How employee well-being can potentially impact organizations
  • Understanding the lasting impact the pandemic will have

 The Opportunity

  •  Similar to the role organizations played in the stimulation of demand for health & life insurance and retirement plans, they can also positively influence customer and employee well-being factors
  • There are many ways organizations can encourage and support employee self-care, that also improve the organization’s growth goals
  • The boundaries between work and personal continue to blur and opportunities exist to transform relationships from transactional to relational
  • Employees are looking to employers to help them find resources that make their lives easier including personal and family wellness elements

The pandemic has upended many old transactional conventions, and businesses are up to the task of selecting and implementing relational replacements that are better suited to do both—deliver a societal impact while also enhancing the economic performance of the firm.

 

About The Author:

Sonny Kapoor is CEO of OneDigitalTrust – it offers a B2B estate planning platform for firms to offer to their stakeholders.