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Beneficiary Forms in an Era of Expanding Family Structure
traditional family relatives on the forms, whether as primary or secondary beneficiaries. In addition, they ... are simplified forms that typically ask for the primary beneficiary’s name, relationship, mailing address ...- Authors: Linda Koco
- Date: Jun 2019
- Competency: External Forces & Industry Knowledge; Results-Oriented Solutions
- Topics: Demography>Population data; Life Insurance>Product development - Life Insurance; Life Insurance>Claims - Life Insurance
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Will Retirement Change Due to COVID-19?
estate planner and/or attorney. In hospitals and care facilities, use of video conferences between critical-level ... spur alternatives? What will happen to IRAs, health care plans, health savings accounts, etc.? The benefits ...- Authors: Linda Koco
- Date: Jul 2020
- Competency: External Forces & Industry Knowledge
- Topics: Pensions & Retirement
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It Takes a Village to Help People Working in Retirement
Could live 20 more years • Saving for future health care costs • Pay off the mortgage and/or new digs • ... have strong appeal to this demographic. Health care choices: Health insurers, brokers, and agents already ...- Authors: Linda Koco
- Date: Mar 2021
- Competency: External Forces & Industry Knowledge
- Topics: Pensions & Retirement