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A few of the common types of health and life insurance are listed below.
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Knowing how to keep your life insurance policies organized and stored is beneficial should your loved ones need to file a claim. For each policy you should have the following information:
- Name of the insurance company as stated in the policy including the city and state of the home office (headquarters) of the insurance company.
- The name and address of the agent/broker who sold the policy.
- The date the policy was issued.
- The policy number and type of policy.
- The amount of death benefits.
- Where the original life insurance policy is kept.
- You should also record on the policy any updates and write the date of the update on the policy.
Where you should keep this information:
- You should keep one copy of the policy at your home in a safe location. Make sure you inform the person(s) who may need to find this information where it is kept.
- You should keep one copy outside of your home, in a secure place, such as a safe deposit box or with a professional (such as your lawyer or other professional you trust).
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Divisions of Peoples Insurance Agency Incorporated
Barengo Insurance Agency (800) 283-3823
The Putnam Agency
Huntington, WV (304) 522-6555
Ashland, KY (606) 329-2200
Are Not FDIC Insured |
May Lose Value |
Are Not Bank Guaranteed |