Insurance & Investment Funds

Life insurance benefits, annuities, mutual funds, and dividend accounts are often misplaced when companies lose track of an owner or heir. Our job is to connect those records back to you or your family, confirm your right to the funds, and assemble the claim so the paying agency has everything it needs. We handle unclaimed insurance proceeds and investment accounts from start to finish under a signed limited power of attorney. There are no upfront charges for this work; we are paid only out of funds that are successfully released in your favor.