Shad Burgess InsuranceOHIO & PENNSYLVANIA

Family protection

Would your family know where to find your life insurance?

A short beneficiary checklist to help your family locate your policy and know whom to contact.

· Published 2026-10-12

A family near the water representing planning for loved ones
Simple guidance for Ohio and Pennsylvania families.

Use the free family protection checklist →

A small conversation can help later

Buying life insurance is one step. Making sure the right people can find it is another. Set aside a few minutes to organize the basics for your family.

Keep these details together

Record the insurance company, the benefit amount, and where the policy is stored. Tell your beneficiary or a trusted adviser how to find that information. Keep the actual documents somewhere secure.

Check your beneficiary information

Review names and contact details yearly and after major family changes. If something has changed, ask the insurer how to update its records. A conversation with your family does not itself change the beneficiary on a policy.

Make your next review easier

For your next conversation with Shad, bring your current policy and any questions about your beneficiary information. Avoid putting policy numbers or sensitive personal details in a public website message.

Sources & further reading

NAIC: What to Know About Life Insurance Beneficiaries ↗

Sources checked for this article on 2026-10-12.

Ohio and Pennsylvania readers considering permanent coverage: compare whole life insurance options with Shad.

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