What your family needs to know about your life insurance policy

Tax planning in Vancouver

What your family needs to know about your life insurance policy

Tax planning in Vancouver

You’ve protected your family by buying life insurance, but you’re not done yet — you have to share the details with them.

Do you remember those “set it and forget it” rotisserie infomercials? While buying life insurance can have the same set it and forget it feel, there’s another important step to take after purchasing a life insurance policy before you can consider the job of protecting your family done: You need to share this important information with your beneficiary (your spouse, your children, a sibling, a business partner — whoever you’ve designated on your policy).

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