How can I find out if I am a life insurance beneficiary and locate the policy in question?
Автор: TruStage
Загружено: 2025-04-17
Просмотров: 1293
Описание:
It's not unusual to have some questions about a loved one’s life insurance arrangements. Watch this video to learn more about how to locate a life insurance policy document and how to confirm if you’re a life insurance beneficiary.
If you need additional resources, The National Association of Insurance Commissioners offers a free life insurance policy locator, and some states have Department of Insurance websites where you can search for a policy.
Follow us on social media to learn how we’re working to push the boundaries of what’s possible and shaping what’s next.
Facebook: / trustage
LinkedIn: / trustage
Twitter (X): / trustage
Instagram: / trustage
How can I confirm if I am a life insurance beneficiary, and how can I find a missing policy? If you're not sure whether your loved one has a life insurance policy or if you're a beneficiary, there are a few steps you can take to find out. Start by looking for the insurance policy itself, either a hard copy or a digital version. If you can't find the policy, you may be able to try looking in personal records or documents such as tax returns, bank statements, mail, or public records. Other family members, close friends, or trusted confidants such as financial advisors, accountants, or a personal lawyer may also be able to help. If they know the name of the insurance company, you can contact the company and ask for help with the claim process. Many people purchase life insurance at the same time as another policy. If your loved one had home or auto insurance, you can contact the company to ask about life insurance. You could also try getting in touch with your loved one’s former employer, union, or other professional organization to find out if they offer coverage. If your family members or other contacts are unaware of a policy, there are several online resources available to help you search. As you're going through the process of finding your loved one’s policy, it's a good idea to think about planning for your own future too. Make sure your loved ones know about your life insurance policy, who the beneficiaries are, and where to find it. Keep at least two copies of your policy in a safe but accessible place, one at home, and one in another location. With planning, you can help make it simple for your loved ones to get the information they need. Want to learn more about life insurance beneficiaries and coverage? Explore and get answers at www.trustage.com.
GEN-7638066.1-0225-0327
Повторяем попытку...
Доступные форматы для скачивания:
Скачать видео
-
Информация по загрузке: