Corporate Owned Life Insurance – Watch Those Beneficiary Designations!
As a business owner, your corporation has a life insurance policy on your life –…
An Executor Checklist – A Few Things to Consider
Although it’s certainly important to consider the duties and responsibilities that this role would entail,…
Beneficiary Designations and the Importance of Transparency
In our recent article Beneficiary Designations – Making Sure Your Money Goes Where You Want, we…
The Settlement Process – What Your Beneficiary Can Expect
You have all of your bases covered, well done! But what happens when that time does come and your beneficiary needs to claim the proceeds of your life insurance policy? It will already be a difficult time for your beneficiary and you want to ensure that the process does not add more stress. Below are a few of the steps that your beneficiary can expect during the claims process:
Beneficiary Designations – Making Sure Your Money Goes Where You Want
We work hard all of our lives. This hard work allows us to afford a…
