817-485-5050 info@schwabagency.com

Be Prepared & Know How to File a Life Insurance Claim

Talk about life insurance with your family so that they’re prepared to make a claim.

A life insurance policy is an uncomfortable subject. However, It’s a necessary evil. No one wants to use their policy, but eventually, your family will have to. With a loss, comes immense grief and stress, which can make it difficult to get all the necessary affairs in order including life insurance. Make the process easier, and have a discussion with your loved ones. Check out what you and your loved ones need to know about filing a life insurance claim.

Talk to Your Loved Ones.

When it comes to your life insurance, be open and honest about it. Speak to your beneficiaries (you should always have at least two) about your policies so that they are up to date on them. Make sure that they know where all your policy information is located so that if a claim needs to be filed, so they’re able to do so.

Filing a Claim.

It can take a little while to process a life insurance claim. However, the process can be streamlined if you’re prepared. Know which documents that your loved ones will need to file a claim and have all the documents stored away in a safe place. You’ll likely need the insured person’s full name, date of birth, residence, policy number, and the death record showing cause of death. Put all the necessary information in a binder, sans the death certificate of course, with a checklist so that your loved ones are well prepared. However, do keep in mind that your beneficiaries will need to submit the original copies or notarized copies. Also include the name of your insurance agent so that your family can get in contact with them and verify if any additional documents are needed.

Talk about your financial future, and protect your loved ones with the right life insurance. For all your insurance needs, contact the professionals at The Schwab Agency, located in Colleyville, Texas.


The Schwab Agency

The Schwab Agency, LLC has over 20 years of experience within the insurance industry in our community and our goal is to bring you unparalleled service and dedication. Since the majority of our business is through long-lasting relationships with our clients, fulfilling your needs is of the highest priority.

COVID-19 Update:

Due to new increasing cases of Covid-19 our office will be closed to the general public until further notice. Our team will still be working full-time in the office and here to assist with all your insurance needs. Please contact us via phone at (817) 485-5050 or email: info@schwabagency.com.

We hope everyone is doing their part to protect themselves and their loved ones during these hard times, and thank everyone for understanding our decision to do our part to help protect our staff and those in our community.

Tim Schwab.
President and Managing Partner