Help a client who’s lost insurance paperwork | Advisor.ca

Posted by Ravi Gulati | Posted in Uncategorized | Posted on 02-06-2016

In-Kyung Choi, 48, is an anchor for a local news station in Halifax. Retirement’s almost 20 years away, but she’s recently changed advisors because she felt her assets weren’t producing adequate returns. Her new advisor asks her to do an asset inventory as part of the planning process. The exercise jogs her memory. Her late father had mentioned a life insurance policy he took out on her when she was born. Problem is, she doesn’t know which company issued it, how much it’s worth or if it’s still active. The policy could have significant cash value, so In-Kyung’s determined to track it down.

Source: Help a client who’s lost insurance paperwork | Advisor.ca  http://www.advisor.ca/insurance/life/help-a-client-whos-lost-insurance-paperwork-147376