Did Your Insurance Agent Tell You This?
How It Works
- Contact your insurance company for the policy's change-of-beneficiary form.
- Decide what percentage—1 to 100 percent—of the policy's value you would like us to receive.
- Name us along with the stated percentage on the beneficiary form.
- Return the form to your insurance company.
Have questions? We can help. Please contact Paula S. Fortunas at 850-431-5752 or firstname.lastname@example.org.
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The information on this website is not intended as legal or tax advice. For legal or tax advice, please consult an attorney. Figures cited in examples are for hypothetical purposes only and are subject to change. References to estate and income taxes apply to federal taxes only. State income/estate taxes or state law may impact your results.