WHS-PA

I start this article with the prayer to God for your long life.We all want to live long ? happily & healthy. Who don’t want to? After all, we love our life, our family members & friends and have lots of reason to live. We dream of fulfilling our responsibilities, e.g., dreaming of seeing your child as Doctor, marriage of your daughter, travelling in beautiful country with your spouse on retirement. Nice dream. But, HELLO , have you ever thought ? what happens to your family members life, if you die today. After all, no one knows the longevity of life.No one can fill the emotional gap after your death. But you must ensure that your family should not suffer financially after you leave them.So, here is the top 15 tasks to-do for today.Keep all your investment & insurance documents at one place and tell tour spouse about that.Attach the visitin hr support for small business g card of your insurance agent / financial planner along with documents. She might need their help while submitting the required documents in companies to get death claim amount.On a separate sheet of paper, write your insurance company name, branch address, phone no., fax no., email id & insurance ombudsman (if required) contact details. Certain insurance companies allows to deal with any of their branches while some limits the customer to deal with base branch i.e. the branch from where you’ve purchased the policy.Tell her to contact the insurance company on phone within 30 days of death to claim for death claim amount and then for submitting documents.Be sure you’ve mentioned the nominee name clearly & without any spelling mistake in all insurance policies, mutual fund investments, post office schemes, bank accounts, fixed deposits, PPF etc.