"Safeguarding The Promise of a Secure Future"
Our Why
Welcome to Beneficiary ProActive.
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Our people are driven by a singular purpose: safeguarding the promise of a secure future for beneficiaries. Founded by an individual, who personally experienced the devastating impact of not receiving promised life insurance benefits, our organization is dedicated to revolutionizing the insurance and financial services industries.
For benefactors looking to establish a legacy plan or maximize the transfer of wealth, the Beneficiary ProActive Agency can provide simple, accessible, and achievable insurance solutions that ensure a secure future for beneficiaries. Beneficiary protection can be obtained in minutes through our digital application process. For a more comprehensive approach, our agents provide unique strategies and products that can make a more meaningful impact on generational wealth.
Legacy Plans are not static, meaning they should be reviewed and adjusted regularly. Our founder's journey illuminated the pervasive challenge facing beneficiaries and benefactors alike, revealing systemic issues within benefit-issuing companies. Legacy systems and outdated processes hinder effective communication and proper beneficiary management. These challenges burden administrators, leading to frustration and heartache for those awaiting promised benefits.
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Beneficiary ProActive is pioneering a modern era of wealth transfer, with our innovative technology platform. Our proprietary solution is tailored for all stakeholders involved in Paid-on-Death and Transfer-on-Death accounts. It empowers benefactors and their advisors to seamlessly designate, maintain, and communicate to beneficiaries across a spectrum of financial products - from life insurance to annuities to investments. Managing beneficiaries becomes intuitive and stress-free with our user-friendly web application. Beneficiary ProActive ensures that no one is left in the dark during this critical process - Right Benefits. Right Place. Right Time.
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Whether a benefactor, advisor, benefit issuer, or potential partner, join us to secure the future.
What We Do
Our Services
Protect
Essential Life Insurance Protection Approved In Minutes
Term life insurance is a crucial financial tool that offers straightforward protection for beneficiaries at a time when they need it most. At Beneficiary ProActive Agency, we understand the significance of securing a family's future without unnecessary hassle. That's why we utilize cutting-edge application technology that eliminates the need for medical exams, streamlining the process and providing swift access to essential coverage. With our innovative approach, our customers can obtain the peace of mind offered by term life insurance quickly and conveniently, ensuring beneficiaries are protected without delay. Beneficiary ProActive Agency simplifies insurance and helps prioritize beneficiary well-being.
Optimize
Strategies & Insurance Solutions That Maximize Beneficiary Distributions
Unlocking the full potential of wealth transfer means optimizing paid-on-death (POD) and transfer-on-death (TOD) benefits to provide maximum distribution for beneficiaries. At Beneficiary Proactive Agency, we specialize in guiding our clients through the intricacies of insurance planning, ensuring that policies are structured to offer comprehensive coverage while maximizing the benefits available. With expert advice and tailored solutions, our clients are assured that their legacy will be maximized and safeguarded, for a secure future.
Inform
The Beneficiary ProActive Software-as-a-Service will stand as a beacon of simplicity, accessibility, and achievability in modern beneficiary management. Designate, maintain, and communicate to beneficiaries all in one place with life event nudges for an always up-to-date legacy plan. What's more, is that beneficiaries receive near real-time notification and empathetic claims support at a time when they need it most. So, whether a benefactor, benefit-issuer, or part of the estate planning team, our solution is designed to make the entire beneficiary management process straightforward and user-friendly, for all. Experience the ease and assurance that come with modern beneficiary management technology, where managing beneficiaries is not just a task but a seamless experience.
Right Benefits. Right Plance. Right Time. With Proprietary Beneficiary Management Technology