Death In The Family
Nothing ever really prepares us for the loss of a loved one.
At this most difficult time, please know we are here to help you.
These services are offered at no cost and no obligation:
- Life insurance claims assistance.
- Beneficiary changes to existing life and annuity contracts.
- Applying for military survivor benefits.
- Contacting the Social Security Administration.
- Railroad Retirement claim forms completion and submission.
- Help with Mandatory Distributions from IRA/401(k) accounts.
- Financial analysis of cash flow and retirement plans.
- Notary and copying services offered at no cost.
Please call us at 904-223-5225 to set an appointment.
Or you may contact us at tbuczkowski@gwnsecurities.com to schedule a time to meet.
