Sentences with phrase «needs a beneficiary review»

While life insurance is one financial product that needs a beneficiary review, don't forget to also review the beneficiary designations if you own any of the following financial products:

While life insurance is one financial product that needs a beneficiary review, don't forget to also review the beneficiary designations if you own any of the following financial products:

Not exact matches

«We may need to write Mr. President to review his position; if not, we have the power on behalf of the Nigerian youths who voted us to veto him so that people will become the ultimate beneficiaries of this bill.

Contingent beneficiaries need to be reviewed and updated after major life changes such as marriage, divorce, birth or death.

While you're at it, there are a bunch of other things you need to review including your powers of attorney, both financial and personal care, and your beneficiary designations.

From reviewing the amount of coverage to changing beneficiaries, marriage or divorce is a critical time to reevaluate your life insurance needs.

For instance, a single retired person who gets married a few years into retirement would need income to cover two individuals, not just one — and would likely need to revisit estate planning To stay on top of potential family changes, each year review important estate planning documents — including beneficiaries named on retirement accounts, the person named as a power of attorney, and who will direct the living will.

When we were reviewing the documents, we discovered several things we missed, and also a choice on beneficiaries we needed to change.

If you need a probate litigation attorney or a trustee has violated the duties owed to you as a beneficiary of a will or trust, contact the Business Trial Group today for a no cost and no - obligation case review.

If your income increases, you may need to review the face value (the amount paid to beneficiaries at the policyholder's death) of your life insurance policy.

Do you need to review ownership and beneficiary arrangements for life insurance, annuities, pension plans and Individual Retirement Accounts?

If you did so when you first purchased it, be sure to review your policy occasionally so its particulars are fresh in your mind and to be sure nothing needs to be updated, such as your beneficiaries.

Therefore you need to read reviews from beneficiaries not the insured.

The case emphasizes the need to review and update beneficiary designations after major life changes.