Bensman Risk Management, Inc.


Insurable Interests

Bensman Risk Management, Inc.
2333 Waukegan Road Suite 275
Bannockburn, IL 60015
847-572-0800 Phone
847-572-0502 Fax

Insurable Interests may offer general financial, insurance, tax and business ideas. However, due to the ever-changing tax laws as well as the complexity of the financial industry, you should seek professional advice before implementing any of the ideas contained in this newsletter. The Bensman Group, Bensman Associates Ltd., Bensman Risk Management, Inc. or Schemata, L.L.C. assumes no liability whatsoever in connection with the use of this newsletter.

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Securities offered through Kestra Investment Services, LLC (Kestra IS), Member FINRA/SIPC. Investment Advisory Services offered through Kestra Advisory Services, LLC (Kestra AS). Kestra IS and Kestra AS are not affiliated with The Bensman Group, Bensman Associates Ltd., Bensman Risk Management, Inc. or Schemata, L.L.C.

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Insurable Interests

Vol. 5, Issue 5January 2010

MONTHLY REMINDER

Time to Check Your Beneficiaries

The beginning of the year is a good time to check the beneficiaries you have chosen for your life insurance, retirement plans and any other account for which you had to name a beneficiary. Most people choose a beneficiary when they open the account or buy the life insurance. However, life changes might create a need for you to change your beneficiary.



For example, if you are single when you take out your insurance and then you marry, you might want to make your spouse your beneficiary. On the other hand, if you are married and then divorce, you might want to remove your former spouse as beneficiary. If you have young children, you could make them secondary beneficiaries. If your children are grown with children of their own, you could make your grandchildren your secondary beneficiaries.



While you are checking the beneficiary on your insurance policies, you also should consider whether the amount of insurance coverage you have is still adequate for your needs. To discuss these or any other issues, call us at 847-572-0800.

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