As 2011 wound down, multiple states began investigating the status of unclaimed life insurance policies that were never paid out to beneficiaries -- and it's about time. According to the National Association of Unclaimed Property Administrators, state treasurers currently hold $32.9 billion in unclaimed bank accounts and other assets. One way to protect your family from struggling to claim their inheritance? Keep all your crucial documents in one easy-to-locate place. In addition to your will, the list of crucial papers should include documentation of housing and land ownership, cemetary plots, vehicles, stock certificates and savings bonds, any partnership or corporate operating agreements, and a list of brokerage and escrow mortgage accounts.
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Tap into the federal employee retirement market with help from the first two chapters of this eBook!
Understand the challenges your clients and their employees are facing and help them stay competitive by providing the best benefits tailored to specific employee needs.
Download this cheat sheet to learn what you need to know and do prior to June 9th, 2017, that will ensure your practice is fully...
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Clients want to discuss health care costs in retirement. We can help break down options and costs so your clients can better prepare.