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Remember to Check Your Beneficiaries
We at The Bensman Group want to wish you a happy and healthy new year. As you recommit yourself to organization at the start of the year, take a little time to check the beneficiaries you have chosen for your life insurance, retirement plan, etc. If you are like many people, you named a beneficiary when you took out your insurance policy or signed up for your company retirement plan, and then you did not think about it again. But life changes, and those changes can affect your choice of beneficiary.
For example, say you started with an employer when you were 24 and single. You signed on for the company 401(k), and you named your parents as your beneficiaries. Now, 10 years later, you are married with a couple of kids. If you never changed your beneficiary, your parents would get the money in your 401(k) if something happened to you. Similarly, if you named your wife as beneficiary and subsequently divorced and remarried, you probably want to change your beneficiary to your current wife.
We would be happy to help you review your beneficiaries, or to answer any other questions you have about your insurance coverage. Just contact us at 572-0800 or firstname.lastname@example.org.