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About Willard R. Brumbaugh, LUTCF, CSFP
Expertise
I can handle questions concerning life insurance, it`s tax implications, how to determine what is appropriate, and how it fits in one`s estate and retirement planning.

Experience
For 2 1/2 years I was an expert on AskMe.com, where for most of that time I was ranked #1. I have been a moderator (instructor) for the Life Underwriters Training Council. I have been licensed since 1969. Organizations I belong to: National Association of Insurance and Financial Advisors - California and the Inland Empire Estate Planning Council. I hold the professional designation of Life Underwriters Training Council Fellow.
 
   

You are here:  Experts > Money > Personal Insurance > Life & Health Insurance > Searching for a policy number

Life & Health Insurance - Searching for a policy number


Expert: Willard R. Brumbaugh, LUTCF, CSFP - 6/19/2009

Question
I am the beneficiary of a Prudential life policy on my deceased mother that passed in 1964. The proceeds of the matured policy was turned over to the state of Florida unclaimed property in 1994. I do not have the policy number in order to claim the proceeds. Where can I find?

Answer
Dear James,

Forty-five years is a long time to hold information. However, if you have your mother's Social Security number either the State or Prudential may be able to help you. If you do not have her SS number, you should be able to get it from her Death Certificate.

Willard R. Brumbaugh, LUTCF

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