Estate planning at Progressive Life
How to protect 5 Progressive Life accounts — manage beneficiaries by phone, and file claims through Progressive Life's eFinancial Customer Service
Progressive Life by eFinancial
Claims (filed with the issuing carrier)
Progressive Life is a insurance company with 5 products relevant to estate planning. Life insurance and annuity proceeds transfer directly to named beneficiaries outside of probate, making beneficiary designations one of the most important estate planning steps for Progressive Life policyholders.
Account holders can update their beneficiary designations at Progressive Life by mail and by phone.
Progressive Life has documented procedures for both preparing accounts during your lifetime and handling claims when an account holder passes away.
Preparing your estate
Beneficiaries and trust funding
How to update beneficiaries by phone, and review 5 account types at Progressive Life.
View details →When someone dies
Death claim process
Contact Progressive Life's eFinancial Customer Service to file a claim. 5-step process, 5 required documents, and contact information for survivors.
View details →For questions about any of these procedures, contact Progressive Life's eFinancial Customer Service at 1-800-482-6616.
Frequently asked questions
Mostly no. Progressive life insurance is offered through Progressive Advantage Agency, Inc. (PAA), which refers consumers to eFinancial, LLC. eFinancial places coverage with partner carriers such as Fidelity Life, Protective, Mutual of Omaha, Corebridge Financial, Prudential, and Transamerica. Progressive's own disclosure states that eFinancial and its insurers are not affiliated with Progressive. The one exception is term life insurance, which is underwritten by Progressive Life Insurance Company in select states.
Only the policyholder can change a beneficiary, and the change is processed by the carrier that issued the policy. Call Progressive Life by eFinancial at 1-866-912-2477 or eFinancial customer service at 1-800-482-6616 to identify the issuing carrier and obtain its beneficiary change form.
Sources
Data sourced from Progressive Life primary sources (5 pages reviewed). How we research.
Progressive Life by eFinancial
Claims (filed with the issuing carrier)
Estate planning articles
Learn how to protect your Progressive Life accounts and other assets with trusts, beneficiary designations, and estate planning documents.
