610.504.4601

1721 Valley Forge Road
Unit 231
Valley Forge, PA 19481

©2020 by Niche Partnership Consulting, LLC®

Niche Partnership Consulting does not provide investment, legal or tax advice.

Beneficiary Process Navigation

 

We guide our clients as they navigate the complex organizational processes required to implement their Personal Contingency Plans. NPC has the expertise and tools you need to make insightful decisions.

Beneficiary Process Navigation services include:

  • Claiming life insurance quickly.

  • Stopping retiree benefit premium payments (health, and long-term care insurance) a.s.a.p.

  • Maximizing corporate retiree medical reimbursements.

  • Exploring eligibility for free financial planning with a Certified Financial Planner.

  • Establishing Required Minimum Distribution (RMD) for beneficiaries over 70 1/2.

  • Timely completion of the 401K rollover from the retiree to the beneficiary.

Investment and Process

  • Investment starts at $6,997, and service is available only to Personal Contingency Plan clients and beneficiaries.

  • A minimum collaboration commitment for 60-days is required.

 

  • Checkpoints continue throughout the year following death.