Reminder: Beneficiary designations for children’s CI policies

When a critical illness (CI) insurance policy or rider is issued for a minor, it’s important to ensure beneficiary designations accurately reflect clients’ intentions. Without a beneficiary on file, or with a minor designated without a trustee, an approved claim may need to be paid to the court or the Public Trustee. This can cause delays at a time when families may urgently need access to support.

Help clients name a beneficiary on their juvenile critical illness policy today. This isn’t just a safeguard to avoid court or Public Trustee delays at claim time. It’s a reflection of your expertise and care.

For more information, see our client support resource below. To view the link below, you will need to log in to your EquiNet^® account.

View client support resources on EquiNet