Beneficiary Designations: A Simple Review

Beneficiary Designations: A Simple Review

Beneficiary information is an important part of many life insurance policies and annuity contracts. Reviewing it after a significant life change can help you identify questions to discuss with the carrier.

Times to consider a review
• Marriage, divorce, birth, adoption, or a death in the family
• A change in the people you want to name
• A new policy or annuity contract
• A review of your protection and legacy priorities

What to have ready
• Your policy or contract details
• The names of people you would like to discuss
• Questions about the carrier process and requirements

Tricia Nyugen can help you organize your questions and understand the carrier process for reviewing or requesting changes. Any update remains subject to carrier requirements and confirmation.

Products and availability may vary by carrier, state, eligibility, and licensing. This website is for informational purposes only and is not legal, tax, or investment advice.

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