Subject: Your Guide to Life Insurance Beneficiaries
A Resource for Life Beneficiaries
After someone files a death claim, there can be an overwhelming number of additional things to take care of. When your client is already grieving, having to identify these tasks can make a tough situation even more difficult.
This checklist can help a life insurance beneficiary start to navigate various aspects of processing a loved one’s passing.
In addition to the Life Claims Beneficiary Checklist provide them a Record Keeper that can be used to help them make decisions during their difficult time.