Based on current statistics, $8.69 billion in life insurance benefits will go unclaimed because beneficiaries won’t know where to go to claim the benefits. Will your loved ones be part of those who BELIEVE there is something there, but never find it?

In this webinar, we will cover not only why it is important you maintain good records on what life insurance you have but what other things you can do today to help those you care about pick up where you left off if you become deceased or incapacitated. The webinar will conclude by sharing an innovative storage solution you can use to keep track of the important information you, your beneficiaries, and your advisors will need today, tomorrow, and for generations to come.  

Learning Objectives:

• Recognize things you can do today to help your beneficiaries if you die or become incapacitated 


• Define the benefits of a living will 


• Identify what information you should always have readily available 


• Outline an innovative solution to allow information to be transferred to those you love

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CPAacademy.org (Sponsor Id#: 111889) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

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