Consumer Links to help Find LOST Policies
and other propery
- Money Central
- Free Advise.com
- US Treasury Savings Bonds?
- HUD Refund?
MIB (Medical Information Bureau) *
- NAIC Life Policy Locator Service
- NAIC how to look for life insurance when you don’t have the policy
- If the insurance company that sold the policy has changed its name or merged with another company you can still locate that company
California Lost Property Finder (Escheated Property)
Finding a lost Pension –
How to file a claim?
AGLA – AIG
FAQ’s from Free Advice.com
Website Video #Introduction
- 17 Reasons to use Steve Shorr Insurance
- Set a Meeting
Our Webpage on Insurance Coverage for
California Lost Property Search – #Escheated Funds
California’s Unclaimed Property Law requires banks, insurance companies, corporations, and certain other entities to report and submit their customers’ property to the State Controller’s Office when there has been no activity for a period of time (generally three years). Common types of unclaimed property are bank accounts, stocks, bonds, uncashed checks, insurance benefits, wages, and safe deposit box contents. Property does not include Real Estate.
Controller Betty Yee safeguards this lost or forgotten property as long as it takes to reunite it with the rightful owners; there is no deadline for claiming it once it is transferred over to the State Controller’s Office.
It is easy to find out if the Controller is protecting property in your name.
To electronically claim property, an owner must complete a secure form online (including name, social security number, birthdate, and address). Some more complicated claims may require additional proof of ownership.
- Video: How to Use eClaim
- Video: How to Search for Unclaimed Property
- Investigator Handbook
What if the executor of the estate will not tell you what the coverage is?
Or find lost pensions, retirement, bank accounts and other assets?
What if someone is trying to commit fraud, murder or other crimes involved with a life insurance policy?
What about STOLI – Stranger originated Life Insurance?
Did you sign an application?
If not, the amount won’t be that high.
Who has an Insurable Interest in you?
In a few rare instances it is possible to obtain Confidential Life Insurance on someone, where there is an Insurable Interest.
In some instances, you might need the help of an Estate or Probate Attorney or law enforcement.
- Set up a phone, skype or face to face consultation
- Tools - Calculator to help you figure out how much you should get
Life Insurance Buyers Guide
How much life insurance you really need?
- Life Screening Form
- Set up a phone, Zoom, skype or face to face consultation