What are the key life events that trigger a person to review life insurance beneficiaries?

A good rule of thumb is that when there are life changes that occur, your life insurance beneficiaries should be reviewed to ensure they are up to date and still fit your desires. While there are many key events that should trigger a review of life insurance beneficiaries, some common life changes that should prompt you into reviewing your policy are birth, adoption, change in marital status, and death. Also, do not forget about group life insurance plans through employers. Even when there are no life changes, it is a good practice to consider reviewing life insurance beneficiary designations about once a year. For more information, see Brad Cummins, When to Update Your Life Insurance Beneficiaries, Investopedia, May 17, 2016.

No Comments

Leave a comment
Comment Information
Email Us For A Response

Contact Our Firm

Bold labels are required.

Contact Information

The use of the Internet or this form for communication with the firm or any individual member of the firm does not establish an attorney-client relationship. Confidential or time-sensitive information should not be sent through this form.


Privacy Policy

Contact Our Offices

Central Texas Office
100 W Central Texas Expy Suite 106
Harker Heights, TX 76548

Phone: 254-699-9999
Fax: 254-699-9996
Harker Heights Law Office Map

Galveston Office
719 59th St
Galveston, TX 77551

Phone: 409-515-6176
Fax: 409-763-1508
Galveston Law Office Map