Top 5 pieces of information to have up-to-date with us
1. Beneficiaries and contingent beneficiaries 2. Mailing address and phone number 3. E-mail address 4. Name changes 5. Employer and/or job change
Why is it so important to update your beneficiary information? When you signed up for your Group RRSP / TFSA / RRIF, you chose Beneficiaries - people who the money would go to if you died. The same applies for any life insurance you have. If you've been married, divorced, had kids or had other life events, who you want as your beneficiaries may have changed.
Contact us if you are unsure or click here to download the Designation of Beneficiary form for your Group RRSP/TFSA/RRIF.
And while we’re talking about it … those things can also impact your need for Life Insurance! For a lot of people, their needs before houses, or kids, or even divorces can be very different than their needs after. If you think you might need a second look at your insurance, please let us know.