Client, a widow, needs assistance in an insurance matter. Client’s husband died in July 2010. Client attempted to claim the policies insuring her husband’s life. At that time client learned that one of her husband’s policies had been cancelled. Client states that she did not cancel the policy and had continued making payments on the policy. Additionally, client was informed that her husband’s brother was the beneficiary of the policy that remained in effect. The insurance company informed client that the proceeds were paid out to the brother but client says brother denies receiving payment. Client seeks assistance to determine what happened to the insurance policies and proceeds.
Core competencies: Factual development and investigation, Negotiation skills