Life insurance Claim Flagstaff AZ

Unfortunately, making a life insurance claim requires some paperwork - not something people want to face when a loved one passes away. But for legal and tax purposes, beneficiaries must file claims in order to receive settlement funds.

Benefit Logic, Inc
(623) 388-4328
1500 E. Cedar Ave.
Flagstaff, AZ
 
Mr. Lance Andrew McGraw (RFC®)
(480) 703-6087
1423 S Higley Rd # 128
Mesa, AZ
Company
McGraw Custom Financial Solutions LLC
Qualifications
Education: Weber State UniversityKaplan UniversityCalifornia Coast University
Years of Experience: 12
Membership
IARFC
Services
Invoice, Estate Planning, Retirement Planning, Medicaid Planning, Tax Planning, Tax Returns, Seminars Work, Annuities, Life Insurance, Long Term Care Insurance, Auto Home Insurance, Charitable Planning, Education Plan, Asset Protection, Compensation Plans

Data Provided by:
Greg Zale
4365 E. Pecos Rd #136
Gilbert, AZ
Company
Company: LPL Financial
Service
Pension for Highly Compensated Owners,Stock Market Alternative,Wealth Management,Life Insurance,Investment Consulting & Allocation Design,Insurance & Risk Management Planning,Asset Protection Strategies & Planning,IRA, 401k, Roth IRA, QDRO Rollovers,CD Alternative,Health Care Insurance,Retirement Planning,Annuity Ideas & Strategy Planning,Retirement Income Accumulation Planning,401k Rollover From Employer,Income for Life/ Preserve Principal,Disability Insurance,Annuities,Commission-Only Financia

Data Provided by:
Charles Booth
2812 N Norwalk
Mesa, AZ
Company
Title: CPA, PFS
Company: Clarity Wealth Management
Type
Investment Advisor Rep: Yes
Education
Arizona State University
B.S. Accounting
1971
Years Experience
Years Experience: 10
Service
Life Insurance,Investment & Portfolio Management,Long-Term Health Care Planning,Annuity Ideas & Strategy Planning,Planning For Personal Finances & Budgeting,Retirement Income Accumulation Planning,Business Income Tax Planning,Fee-Only Comprehensive Financial Planning,Health Care Insurance,Retirement Planning,Real Estate Investment Planning,Commission-Only Financial Planning (Full Disclosure),Insurance & Risk Management Planning,Retirement Income Distribution Planning,Education Funding & Financia

Data Provided by:
Mr. Paul F. Arutt (RFC®), MBA
(602) 424-9991
3550 N. Central Avenue, Suite 1100
Phoenix, AZ
Company
Heritage West Capital Corporation
Qualifications
Education: MBA, Finance, Columbia University, New YorkBA, Economics, University of Southern California, Los Angeles
Years of Experience: 29
Membership
IARFC
Services
Invoice, Estate Planning, Business Planning, Portfolio Management, Pension Planning, Retirement Planning, Stocks and Bonds, Mutual Funds, Precious Metals, CD Banking, Annuities, Life Insurance, Disability Income Insurance, Group Insurance, Asset Protection, BuySell, LiabCover, Compensation Plans

Data Provided by:
Michael Cross
3875 N. 44th Street
Phoenix, AZ
Company
Title: Investment Advisor Representative
Company: Cross Financial
Type
Investment Advisor Rep: Yes
Education
Arizona State University
Years Experience
Years Experience: 13
Service
Long-Term Health Care Planning,Annuity Ideas & Strategy Planning,Estate Tax Planning,Asset Protection Strategies & Planning,Fee-Only Comprehensive Financial Planning,401k Rollover From Employer,CD Alternative,Disability Insurance,Annuities,Alternative Asset Class Planning,Commission-Only Financial Planning (Full Disclosure),Planning For Personal Finances & Budgeting,Retirement Income Accumulation Planning,Business Income Tax Planning,Fee Only Portfolio Management,Income for Life/ Preserve Princi

Data Provided by:
Mr. Daniel J. Trotta (RFC®), MBA
(480) 626-8089
10105 E Via Linda Dr #103-324
Scottsdale, AZ
Company
Choice Benefits Inc.
Qualifications
Education: MA.Ed, University of Phoenix;MBA, Roosevelt University; BBA, Walsh College;AAS, Scottsdale Community College
Years of Experience: 16
Membership
IARFC
Services
Invoice, Estate Planning, Business Planning, Pension Planning, Retirement Planning, Tax Planning, Seminars Work, Employee Benefits, Stocks and Bonds, Mutual Funds, Annuities, Life Insurance, Disability Income Insurance, Long Term Care Insurance, Medical Insurance, Group Insurance, Business Coach, Charitable Planning, Education Plan, Healthcare Accounts, BuySell

Data Provided by:
Mr. Jeffrey J. Biro (RFC®), CEP
(480) 969-5667
6900 E. Camelback Road, Suite A-39
Scottsdale, AZ
Company
Family Wealth Advisors
Qualifications
Education: BA, MA(abt)
Years of Experience: 30
Membership
IARFC, MDRT, FPA, SFSP, NAIFA, GAMA, NICEP
Services
Invoice, Estate Planning, Business Planning, Portfolio Management, Trustee Service, Pension Planning, Executive Compensation Planning, Retirement Planning, Medicaid Planning, Tax Planning, Seminars Work, Employee Benefits, Mutual Funds, Mortgage Loans, CD Banking, Annuities, Life Insurance, Disability Income Insurance, Long Term Care Insurance, Medical Insurance, Group Insurance, Auto Home Insurance, Charitable Planning, Education Plan, LiabCover, Compensation Plans

Data Provided by:
John J. Brooking (RFC®), CFP
(480) 967-3351
8905 Heather Dr
Tempe, AZ
Company
John J. Brooking & Associates
Qualifications
Education: BS, ASU W.P.Carey School of Business with a emphasis on Economics
Years of Experience: 49
Membership
IARFC
Services
Invoice, Estate Planning, Portfolio Management, Pension Planning, Retirement Planning, Mutual Funds, Annuities, Life Insurance, Disability Income Insurance, Long Term Care Insurance, Charitable Planning, Compensation Plans

Data Provided by:
Jeffrey Biro
6900 E. Camelback Rd.
Scottsdale, AZ
Company
Title: President
Company: Family Wealth Advisors
Type
Investment Advisor Rep: Yes
Education
Double Bachelor's
Master's (abt)
Years Experience
Years Experience: 28
Service
Portfolio Engineering,Pension for Highly Compensated Owners,Stock Market Alternative,Wealth Management,Disability Insurance,Annuities,Alternative Asset Class Planning,Investment Consulting & Allocation Design,Business Succession & Liquidation Planning,Estate Tax Planning,Asset Protection Strategies & Planning,Individual Income Tax Planning,Fee Only Portfolio Management,Mortgage Refinancing,IRA, 401k, Roth IRA, QDRO Rollovers,CD Alternative,Medicare Planning,Life Insurance,Investment & Portfolio

Data Provided by:
Data Provided by:

Life insurance Claim

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Unfortunately, making a life insurance claim requires some paperwork - not something people want to face when a loved one passes away. But for legal and tax purposes, beneficiaries must file claims in order to receive settlement funds. These basic steps explain the process and serve as a checklist for you to make sure you're doing everything necessary during a difficult time.

Contact your insurance representative

You should always place a call to your insurance agent first, to find out what paperwork is required for any life insurance policies held through him or her. Your representative can be a helpful resource. If your loved one's life insurance policy was part of an employee benefits package, contact the employer for information on how to proceed.

Know what you're entitled to

You may not always know what sort of life insurance policies a spouse or family member carried. Group life insurance policies, which are easy to sign up for and are often either free or very inexpensive, are offered by employers, credit card companies or other financial institutions. If you can, review credit card statements and bank statements, and contact your loved one's employer or benefits administrator to learn about any additional coverage he or she may have had.

Other types of policies a loved one may have held include travel life insurance, mortgage life insurance, accidental death insurance and credit life insurance. Each of these categories may be relevant, so review the fine print of all paperwork related to these areas. Contact lenders and ask specifically about death benefits if you cannot locate information in your loved one's records....

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