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1. |
What are the benefits to using this service? |
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By utilizing this service, you will be able to ensure that in the unfortunate case that something happens to you, your personal contact list will know what to do next. They will know where to find your account and any other personal and financial information that you would like them to have. |
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2. |
How will my loved ones know that I have information stored? |
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The Registry will proactively contact you. If we are unable to get a hold of you, we will contact the individuals that you have designated. Once contacted, the Registry will aid in making sure they can retrieve the necessary information. |
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3. |
Is the information secure? |
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| The Insurance Registry of America website is secured by an authentic username and password. The Registry will never request information that will gain direct access to any of your accounts. Therefore we do not request your Social Security number or any passwords to your accounts. |
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| 4. |
How do I edit my information? |
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You may access your account 24 hours a day 7 days per week by utilizing your username and password. |
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| 5. |
What information can I store? |
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You may store information pertaining to your: |
- Legal Documents (Will, Living Trust, Trusts, etc.)
- Insurance Policies
- Finacial contacts (Attorney, CPA, Finacial Advisor, etc.)
- Banking Information (Checking, Savings, CD)
- Investment Accounts (Mutual Funds, Securities, Bonds, etc.)
- Retirement Accounts (401K, IRA’s, Pension, etc.)
- Business ownerships
- Property ownerships
- Debts owed
- Safe Deposit Box information
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| 6. |
Can my accountant/insurance agent/stockbroker enter data for me? |
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Yes, you control your password. You may give access to your information to anyone you wish. |
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7. |
Do you sell my email and information? |
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The Insurance Registry of America holds your privacy in the highest regards and will never sell your contact information to any other entity. |
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