Life Insurance Resources

Life happens fast, so being prepared is very important. Go through each of these subjects and download the PDFs. They can be very beneficial for you and your family.

Plan for More Than the Policy

Life insurance is only one part of protecting the people and plans that matter to you. Too often, the conversation ends once a policy is issued. At Golden Shield Life Insurance, we believe the experience should go further.

That is why we created this collection of free guides, planners, checklists, and family resources. They are designed to help you organize important information, document your wishes, understand beneficiary options, prepare for final expenses, and make decisions before your family is forced to make them during a difficult time.

Good planning is not just about having life insurance. It is about making sure the people you leave behind know what exists, where to find it, who to contact, and what you wanted done.

These resources can help you get years ahead of the confusion, paperwork, unanswered questions, and unnecessary stress that can happen when only part of the planning is completed.

Free to use. Practical by design. Created to help you finish the planning that a life insurance policy alone cannot do.

Free Guides, Planners & Checklists

Planning gets easier when important information is already organized. Browse free resources created to help you document important details, prepare for future decisions, and give your family a clearer roadmap if they ever need it.

Free Will and Family Planner available with every qualified life insurance policy
Free Resource

Free Will and Family Planner

A simple way to put your wishes in writing, at no added cost with a qualifying policy.

Download the Free Will PDF
Free Burial Guide with every new policy
Free Resource

Burial Guide

Plan who's invited, who isn't, and how you want the ceremony to go.

Download the Burial Guide PDF
Free Veterans Will and Burial Kit for veterans and their families
Free Resource

Veterans Will & Burial Kit

A family information guide, a will worksheet, and the facts on VA burial benefits, for veterans and their families.

Free Final Wishes Kit for end of life planning
Free Resource

Final Wishes

End-of-life planning, in writing.

Download the Final Wishes Guide PDF
Free Child Safety Kit with new policy
Free Resource

Child Safety Kit

A fingerprint, a photo, and the details you'd want on hand in an emergency.

Download the Child Safety Kit PDF
Free memorial gift, a tree planted in your name
Free Resource

In Your Memory

We plant a tree in your name.

Free Privacy and Security Guide, learn to delete cookies and manage privacy settings
Free Resource

Free Privacy & Security Guide

Learn how to delete your cookies.

Download the Privacy Guide PDF
Free GoFundMe account set up guidance
Free Resource

Free GoFundMe Account

Set up in advance, in case life insurance ever feels out of reach.

Download GoFundMe vs. Life Insurance PDF
Free Cancer Screening, a review of your current policy for cancer coverage
Free Resource

Free Cancer Screening

We review your current policy to see if you're covered for cancer.

Official Insurance & Consumer Resources

We also provide links to independent government and educational resources that may help you research insurance, beneficiary designations, financial accounts, and family planning topics. These are external resources and are not Golden Shield Life Insurance publications.

External Resource

Georgia Life Insurance Consumer Resources

Georgia Office of the Commissioner of Insurance and Safety Fire

Official Georgia consumer information about life insurance, policy considerations, insurance regulation, and consumer assistance.

Visit Georgia Insurance Resources
External Resource

Payable on Death Accounts

Experian: Payable on Death Account Guide

A payable on death account allows an account owner to designate one or more beneficiaries who may receive the account funds after the owner's death. The account owner generally maintains control of the funds during life.

Properly established beneficiary designations may allow certain assets to transfer outside probate, although financial institutions may require identification, a certified death certificate, and other documentation before releasing funds.

Learn About POD Accounts

POD, TOD, beneficiary and probate rules can vary based on the type of account, financial institution and applicable state law. Consult the appropriate legal, tax or financial professional regarding your individual circumstances.

A Policy Is Only Part of the Plan

Having life insurance is important, but the people handling your affairs may still need to know:

  • What policies and accounts exist
  • Who the beneficiaries are
  • Where important documents are located
  • Who should be contacted
  • What bills or obligations remain
  • What your final wishes are
  • How digital accounts should be handled
  • Where identification and legal documents are stored

Good planning makes that information easier to find before it is urgently needed. Golden Shield Life Insurance created this resource library to help clients and families think beyond simply purchasing coverage.

Have the Policy. Finish the Planning.

Whether you are reviewing existing coverage or starting from scratch, Golden Shield Life Insurance can help you understand your life insurance options while these free resources help you organize the rest.

Call or Text 678-884-4653

The information and downloadable resources on this page are provided for general educational purposes only and are not legal, tax, investment, estate-planning, or financial advice. Insurance products, availability, eligibility, underwriting requirements, policy features, and benefits vary by carrier and state. External websites are provided as educational resources and are maintained by their respective organizations. Golden Shield Life Insurance does not control or guarantee third-party content.