by nunuhead1027 » Tue Apr 19, 2011 11:04 pm
My father named my sis and i as prim bens. He named our bro and his(dads) gf as contingent bens. He added her 2 mths prior to his death and apparantly informed the agent he wanted it split 4 ways equally. On the policy itself it only states 2 primaries. The gf wants a 1/4. Is she entitled because he told the agent? There was no will and the agent specified that to my father and repeatedly tried to get him to draw one there, to no avail.
Posted: Wed Apr 20, 2011 01:32 pm Post Subject:
If he added her as a contingent she gets nothing...assuming the primaries are living at the time of death. If you're saying that your dad asked the agent to change her to a primary...and then died 2 months later...she's getting her share...no questions
Posted: Wed Apr 20, 2011 04:02 pm Post Subject: What is gf entitled to?
He went in with her and added more to the policy and the accel death rider. He explained to the agent(according to the agent) that he wanted everything split equally. The agent told him to do a will right then and he didnt. When i called for the status i talked to a diff agent and they told me there is nothing in the notes etc that states that my father said this and her and my brother were named contingent while my sister and i were named primary.
Posted: Wed Apr 20, 2011 04:17 pm Post Subject:
Just hope she doesn't get a lawyer and use that agent's statement to drag things out. If the record shows no notes, no pending changes...she gets nothing from the policy..in my opinion
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