Life insurance Claim Sedona 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.

Scott L. Overstreet (RFC®), LUTCF
(602) 481-1948
PO Box 9052
Mesa, AZ
Company
Retirement Solutions
Qualifications
Education: AA, BS
Years of Experience: 15
Membership
IARFC
Services
Invoice, Estate Planning, Business Planning, Portfolio Management, Pension Planning, Executive Compensation Planning, Retirement Planning, Tax Returns, Employee Benefits, Stocks and Bonds, Mutual Funds, Annuities, Life Insurance, Disability Income Insurance, Long Term Care Insurance, Medical Insurance, Group Insurance, Charitable Planning, BuySell, Compensation Plans

Data Provided by:
Tim Bryan
4835 E. Cactus Rd. #155
Scottsdale, AZ
Company
Title: Senior Financial Advisor
Company: Ameriprise Financial
Service
Retirement Planning,Insurance & Risk Management Planning,Fee-Only Comprehensive Financial Planning,Annuities,Investment Consulting & Allocation Design,Retirement Income Accumulation Planning,Life Insurance,Investment & Portfolio Management,Retirement Income Distribution Planning

Data Provided by:
Anthony Del Pozzo
8149 N. 87th Place
Scottsdale, AZ
Company
Title: LPL Financial Advisor
Company: Vista Financial Group
Type
Investment Advisor Rep: Yes
Education
St. John's University
The American College
Years Experience
Years Experience: 22
Service
Retirement Income Distribution Planning,Education Funding & Financial Aid Planning,Income for Life/ Preserve Principal,Alternative Investments,Retirement Planning,Long-Term Health Care Planning,Estate Tax Planning,Asset Protection Strategies & Planning,IRA, 401k, Roth IRA, QDRO Rollovers,Wealth Management,Annuities,Alternative Asset Class Planning,Insurance & Risk Management Planning,Retirement Income Accumulation Planning,Fee-Only Comprehensive Financial Planning,CD Alternative,Life Insurance,I

Data Provided by:
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:
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:
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:
Jeff Vogan
2929 N. Power Road, Ste 101
Mesa, AZ
Company
Title: RFC, IAR
Company: Premiere Retirement Planning
Service
Stock Market Alternative,Wealth Management,Annuities,Investment Consulting & Allocation Design,Retirement Income Distribution Planning,Individual Income Tax Planning,High Yield Bank Accounts,IRA, 401k, Roth IRA, QDRO Rollovers,CD Alternative,Life Insurance,Investment & Portfolio Management,Estate Tax Planning,Asset Protection Strategies & Planning,Fee Only Portfolio Management,401k Rollover From Employer,Income for Life/ Preserve Principal,Alternative Investments,Retirement Planning,Annuity Idea

Data Provided by:
Bryant Ridgway (RFC®), PHD
(520) 836-5421
1481 North Koenig Drive
Casa Grande, AZ
Company
Bryant Ridgway & Associates, LLC
Qualifications
Education: BA University of ArizonaMA Arizona State Univ.PhD Columbia Pacific Univ
Years of Experience: 15
Membership
IARFC, MDRT, NAIFA
Services
Invoice, Estate Planning, Business Planning, Executive Compensation Planning, Retirement Planning, Employee Benefits, Mutual Funds, Annuities, Life Insurance, Disability Income Insurance, Medical Insurance, Group Insurance, Charitable Planning, Healthcare Accounts, Charitable Foundations, Asset Protection, BuySell, Compensation Plans

Data Provided by:
Mrs. Evelyn D. Driver (RFC®), CEP
(480) 344-7743
11715 North 114th Way
Scottsdale, AZ
Company
Independent Financial Group
Qualifications
Education: BS in Business Administration, Arizona State University, 1987
Years of Experience: 23
Membership
IARFC, NICEP
Services
Invoice, Estate Planning, Portfolio Management, Pension Planning, Retirement Planning, Seminars Work, Employee Benefits, Stocks and Bonds, Mutual Funds, Mortgage Loans, CommOptions, CD Banking, Annuities, Life Insurance, Disability Income Insurance, Long Term Care Insurance, Medical Insurance, Group Insurance, Charitable Planning, Healthcare Accounts, BuySell, LiabCover

Data Provided by:
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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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