817-485-5050 info@schwabagency.com

Keeping the following life insurance information will help to give ensure your loved ones can benefit from the policy.

Life insurance is meant to provide financial protection for your loved ones after you are gone. However, if they cannot find your policy to collect the death benefit, they will not be able to get the payout that they deserve. Properly storing your life insurance documents will help to make it much easier for your loved ones to collect on your policy.

Keep the following information in an easy to locate area to ensure your beneficiaries get what they deserve after you pass away.

  • The complete name of the life insurance company that provided the policy.
  • The state and city of the home office of the insurance company that provided the policy.
  • The name and United States headquarters of the insurance group that the issuing company belongs to, if applicable.
  • The policy number.
  • The date that the policy was written and issued.
  • The amount of the death benefits that the policy will provide.
  • The address and name of the insurance agent who sold the policy.
  • The type of policy, such as a whole life or term.
  • The location of the original copy of the policy.

You should keep at least two copies of the above information. The first copy should be kept at your house in a secure location, such as in a locked file cabinet or safe. Make sure the file is clearly labeled to avoid any confusion. You should also keep a copy of all the information at an offsite location, such as in a safety deposit box at your bank. Having a copy that is kept at a separate location will help to make sure that the policy can still be collected if your house is completely destroyed by a covered peril.

For all of your life insurance needs to ensure that you are able to get the coverage that you and your loved ones deserve, contact The Schwab Agency 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