One of the most crucial steps in life insurance planning is choosing your beneficiary, which is the person (or entity) that will receive the cash benefits upon your death. These guidelines may help ensure that you are leaving the benefits to those you intended.
Continue reading
Beneficiaries miss out on life insurance benefits all too often. The odds that you’re owed money from a lost, forgotten or unknown policy are about one in 600.
Besides life insurance, there may be other assets a deceased person might have that family members may be totally unaware of. Without an organized list, your loved ones and beneficiaries may be missing out.
Statistics show that as many as 9 out of 10 Americans may have unclaimed money waiting to be discovered!
It’s estimated that almost $40 billion dollars in unclaimed cash or abandoned accounts exist in the United States today. Is some of that yours?
Preparing for downsizing can be a difficult thing to do. For us, it was simple. For my mother, it was not such an easy transition.
Continue readingCreate your digital plan. You benefit today. Your family will benefit tomorrow. Try It Free