Care for clients and beneficiaries
Personal service includes the people you care about—not only the policy.
Optional birthday greetings.
LI4W is introducing a birthday-card service for participating clients and beneficiaries. You do not need to have grandchildren to participate. Ask Eric about arranging a personal mailed greeting.
Participation is optional. Before enrolling a recipient, we will confirm permission, the preferred name, mailing address, birthday month and day, and the agreed sender. A birth year is not needed for this service. For a child, arrangements should be made with a parent or guardian.
Cards will be simple personal greetings, without policy details or disclosure of beneficiary status. Contact Eric to update an address or stop greetings. Enrollment and mailing arrangements must be confirmed directly; this page does not automatically enroll anyone or send cards.
Stay connected through an annual review.
Arrange a review of life changes, beneficiaries, coverage questions and affordability. Start with our coverage-review checklist.
Help after a loss.
Contact Eric for help identifying the issuing insurer and understanding its claim instructions. The insurer determines claim requirements and benefit decisions. Please do not send Social Security numbers, policy documents or death certificates through ordinary email; ask for an appropriate submission method.
Keep your family prepared.
- Tell a trusted person where to find insurer contact information and policy records.
- Ask your insurer how to review or update beneficiary designations after a life change.
- Keep an accessible list of the questions you want your family to understand.
Talk with Us.
Learn here. Ask questions when you’re ready.
You do not need to buy anything to use these guides. If a personal conversation would help, send Eric a brief questionnaire or call (708) 620-6560.