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Michael A. Milazzo, CLU, ChFC
Registered Principal
The Meridian Financial Company
3350 Club Villas Dr SE, Unit #1303
Southport, NC 28461
Phone: 631-979-4223
Fax: 910-854-0002
Email: meridian@ae.cadaretgrant.com
Website: www.merfinco.com
Q. I have named my only living relatives, some nieces and nephews, as beneficiaries of my life insurance policy. How can I be sure that my life insurance policy proceeds do not go unclaimed?
A. A letter of instruction, which lets your family know where you keep your policy and other personal records, is a must. In its most general terms, a letter of instruction provides specific information concerning the composition, location and intended disposition of your assets. It should list the names and contact information for all beneficiaries of life insurance policies and bank, brokerage and retirement accounts. Like other estate documents, a letter of instruction should be updated at least annually and kept in a safe place where your executor (or personal representative) and relatives can easily access it. It may be helpful to let your intended beneficiaries know that you plan on leaving each of them a share of your life insurance proceeds.
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Securities and Advisory Services offered through Cadaret, Grant & Co, Inc, a Registered Investment Advisor and Member FINRA/SIPC. The Meridian Financial Company and Cadaret, Grant & Co., Inc. are separate entities. I am registered to sell Securities in the following States: NY, NJ, PA, NC, FL, ID.
The Meridian Financial Company and LTM Marketing Specialists LLC are unrelated companies. This publication was prepared for the publication’s provider by LTM Client Marketing, an unrelated third party. Articles are not written or produced by the named representative.
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