How do I manage my beneficiaries?
A beneficiary should be person or entity that stands to incur serious financial harm if you were to pass away. This could be a spouse, parent, sibling, children, business partner. A beneficiary can also be an estate or other entity, such as a will or trust. It's possible to name more than one beneficiary. It is important to identify your beneficiaries as clearly as possible so we can reach them.
To change your beneficiary, please call us at (415) 915-0665 or email us at email@example.com. We will first need to verify 2 pieces of identification to ensure that you are the owner of the policy. From there we will assist you with updating your current beneficiary(s).