Estate planning at Assurity
How to protect 11 Assurity accounts — manage beneficiaries by phone, fund a trust by mail, and file death claims
Customer Connections
Assurity Life Insurance Company, P.O. Box 82533, Lincoln, NE 68501-2533
Customer Connections
Assurity Life Insurance Company, P.O. Box 82533, Lincoln, NE 68501-2533
Claims Department
Assurity Life Insurance Company, P.O. Box 82533, Lincoln, NE 68501-2533
With 11 products relevant to estate planning, Assurity policyholders need to understand how beneficiary designations control where proceeds go. These designations override a will, so the names on file with Assurity are what determine who receives the death benefit.
Assurity handles beneficiary designations by mail and by phone. Accounts can also be linked to trusts through beneficiary designations to keep them out of probate entirely.
There are two sides to estate planning at Assurity: setting things up while you're alive, and the process survivors follow after a death.
Preparing your estate
Beneficiaries and trust funding
How to update beneficiaries by phone, fund a trust by mail, and review 11 account types at Assurity.
View details →When someone dies
Death claim process
5-step process, 5 required documents, and contact information for survivors.
View details →Frequently asked questions
Complete and return the Beneficiary Designation form available at https://www.assurity.com/forms/BeneficiaryDesignation.pdf or by calling Customer Connections at 800-869-0355, Ext. 4279. Submit by fax to 888-255-2060, by secure email, or by mail to Assurity Life Insurance Company, P.O. Box 82533, Lincoln, NE 68501-2533. Processing typically takes 7-10 business days. You will receive a confirmation letter once the change is completed.
Sources
Data sourced from Assurity primary sources (15 pages reviewed). How we research.
Customer Connections
Assurity Life Insurance Company, P.O. Box 82533, Lincoln, NE 68501-2533
Customer Connections
Assurity Life Insurance Company, P.O. Box 82533, Lincoln, NE 68501-2533
Claims Department
Assurity Life Insurance Company, P.O. Box 82533, Lincoln, NE 68501-2533
Estate planning articles
Learn how to protect your Assurity accounts and other assets with trusts, beneficiary designations, and estate planning documents.
