What is your policy on updating beneficiary information?

Western & Southern Financial Group recommends that policyholders regularly review and update their beneficiary information to ensure it reflects their current wishes. Keeping beneficiary designations up to date is crucial, as changes in personal circumstances, such as marriage, divorce, or the birth of a child, may necessitate updates. Policyholders can typically update their beneficiary information using the company’s online portal, filling out a designated form, or contacting customer service for guidance on the process. It is important to note that specific procedures may vary depending on the type of policy or account. Therefore, individuals are encouraged to check the official Western & Southern website for detailed instructions and any relevant forms they may need. Additionally, it is advisable to keep copies of any changes made for personal records. Maintaining accurate beneficiary information ensures that claims are processed smoothly and according to the policyholder's preferences.