Life Insurance Beneficiary Review
A Life Insurance Beneficiary Review is a simple step that can prevent big headaches for the people you care about most. Life changes-marriage, divorce, new children or grandchildren-often happen faster than paperwork gets updated. I sit with you and go through each policy to confirm exactly who is listed and in what percentage.
I explain the difference between primary and contingent beneficiaries, why naming "my estate" can cause delays or legal issues, and how to handle situations like blended families or minor children. If your wishes have changed, I help you put those changes in writing using the right carrier forms, so there is no confusion later.
When we are finished, you will know that your life insurance money will go where you intend, as smoothly as possible, instead of being tied up or directed by outdated decisions.
I explain the difference between primary and contingent beneficiaries, why naming "my estate" can cause delays or legal issues, and how to handle situations like blended families or minor children. If your wishes have changed, I help you put those changes in writing using the right carrier forms, so there is no confusion later.
When we are finished, you will know that your life insurance money will go where you intend, as smoothly as possible, instead of being tied up or directed by outdated decisions.
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