Can my family or advisor help me?
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The short answer
Yes. You can involve your family or advisor in reviewing the options. The policy owner stays in control and authorizes each step.
Bring someone you trust
A family member or advisor can help gather details and compare your options. Tell your Settle contact whom you want included and what you authorize us to share.
The decision stays yours
The policy owner makes the decision. Discuss the beneficiary change and any estate or trust implications with your family and qualified advisors before signing.
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