Problem Solving › Insurance
I beneficiari della polizza non sono mai stati aggiornati · Insurance · Beginner
Preparing the annual review with a client, you notice his life policy still names his ex-wife as beneficiary: the divorce was four years ago and he has remarried. When you point it out, he shrugs it off: the law will sort it out. You know it is not that simple and that in case of death the written designation prevails. How do you handle the conversation?
Preparando il rinnovo annuale con un cliente, noti che la sua polizza vita indica ancora come beneficiaria l'ex moglie: dal divorzio sono passati quattro anni e si è risposato. Quando glielo fai notare, minimizza: tanto la legge sistema tutto. Sai che non è così semplice e che in caso di decesso la designazione scritta prevale. Come gestisci la conversazione?
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