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beneficiaries

Why your insurance broker NEEDS to know you have moved

on Thu, 10/18/2018 - 17:56

I recently processed with a death claim :( and we were having a hard time trying to find the beneficiaries dedicated to the policy.

Even harder on the case, that was a group coverage - meaning, we don’t usually personally know the employees in the company as everything was set up either through the owner or the human resources department. 

The fact that when people move, they all let their bank, the car insurance carriers, the credit card companies know they have moved but they often forget or sometimes even neglect to let their insurance brokers know they have moved. 

Another big issue is