Jacksonville, FL asked in Estate Planning for Florida

Q: Is it illegal for Benefits/insurance company to give out policy information and account balances to non beneficiaries?

Not sure if I need lawyer, step family hasn't left me alone, planning funeral using all funds from life insurance policy, that they are not beneficiaries to.

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1 Lawyer Answer
Marc J. Soss
Marc J. Soss
  • Estate Planning Lawyer
  • Sarasota, FL
  • Licensed in Florida

A: Absolutely yes. If you are the sole beneficiary, the information can only be given to you.

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