Page 11 - Family Love Letter
P. 11
Insurance and benefits
People, documents/policies, locations, keys,
passwords
• All insurance – Life, health, Disability, • Other Information about Insurance
LTC, Medicare/Medigap, Property (Home, Premium amount and frequency,
Auto, etc.) how paid, who owns policy
Carriers, policies (# and locations),
face and cash values Premium • Benefits — Employment & Military
amount, how paid, who pays, owner, Retirement plans, deferred comp,
beneficiaries Insurance, Military pension,
survivor benefits
Equitable The Family Love Letter 11
