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The Green Box

Robert Wermuth, CLU®, ChFC®, AIF® | April 12, 2021

If the last year has taught us anything, it’s that highly improbable things can happen to us all.  In this video, I introduce the concept of the “Green Box” and why every family should have one.  It’s the most important step you can take to prepare yourself for the next unexpected event.

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Rob Wermuth is a senior partner with Legacy Planning who combines nearly 30 years of financial services experience with cutting-edge technology to deliver to his clients integrated solutions to simplify their complex financial reality. He specializes in documenting goals and developing strategies for significant life events, including: corporate succession planning, estate planning and establishing or managing a family foundation.

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