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Get a handle on your loved one's life insurance.


What You Should Know

Life insurance is a potential source of financial security. It can also help cover expenses at a difficult time. So if your loved one established a policy and has been paying premiums, it's important to be sure all that effort and money won't go to waste. Take a look at the insurance policy or policies. Is all the beneficiary info still correct? Have the premiums been paid, and is the policy active?

Steps To Take

  • Review the policy to make sure it meets your loved one's needs.
  • Make sure the beneficiaries are properly designated.
  • Look into pulling cash out of the policy if other income streams are not enough.
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