PADUA FINANCIAL SERVICES · OPULENCE™ BY CHOICE
FINANCIAL QUESTION OF THE DAY · SERIES 05
When should I review my life insurance beneficiaries?
Review them regularly and after life changes such as marriage, a new child or a home purchase. Beneficiary choices deserve extra care when a minor or trust is involved.
Three next steps
- Locate your current beneficiary designation.
- Check names and contingent beneficiaries.
- Consult qualified legal help for minors or trusts.
Homeowner Family Protection Checklist
Take the next step with a free, practical checklist.
Download free checklist (PDF)No email required.
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Reviewed October 10, 2026. Educational information; not individualized tax, investment or legal advice.