Beneficiary

Term Definition
Beneficiary
The person or entity who will receive benefits from a life insurance policy, qualified retirement plan, annuity, trust, or will upon the death of an individual.

Phone

Office: (888) 987-8702
Fax: 
(888) 507-1238

California Office

2945 Townsgate Road, Suite 200
Westlake Village, CA 91362

Utah Office

1548 W. Preserve Ct.
Bluffdale, UT 84065