Stay Informed & Educated!

February 5, 2016

 

 

Are you in the process of starting a nonprofit organization?  I insure a large number of nonprofit organizations including: parent teacher organizations (PTO), social organizations, booster clubs, foundations, chambers of commerce, business associations and youth sports teams.  I have seen a reoccurring theme among small organizations; they have a hard time getting insured or receive a policy wi...

September 14, 2015

I recently had a client contact me after his father passed.  His father mentioned a life policy to him however, my client had no information on who the policy was with, how much it was or documentation outlining these details.  Here are some tips on how to find a life policy on someone who has passed or track down unclaimed life insurance money.

 

1) GIVE DETAILED INFORMATION ON YOUR BENEF...

July 12, 2015