About Us

• Financial Information
• Ratings
• Assets
• Mission, Vision, and Values
• Charitable Contributions
  • Beneficial Financial Group's Role
  • Local Organizations
  • Helping Others Abroad
  • Employee Involvement
• IMSA Membership

Career Opportunities

• Corporate Opportunities
  • How to Apply
  • Benefits
  • Employee Development
  • Community Partnerships
  • Living in Salt Lake City
    
• Financial Professionals
  • Career Associates
    • Your Career
    • Why Beneficial Financial Group
    • Compensation
    • Product Portfolio
    • Training
    • Support Services
  • Independent Associates
    • Your Career
    • Why Beneficial Financial Group
    • Compensation
    • Financial Portfolio
    • Training
    • Support Services
• Field Management
  • Contact

Contact Us

Customer Service

• Account Access
• Claims and Benefits
• Change of Beneficiary
• Online Forms
  • Beneficiary Change Request (Life Insurance)
  • Assignment of Life Insurance Policy as Collateral
  • Claimant's Statement
  • Electronic Funds Authorization Form
  • Request for Policy Loan or Withdrawal
  • Policy Request for Name Change
  • Ownership Change Request
  • Reinstatement Application
  • Annuity Withdrawal Form (Non-tax Qualified)
  • Annuity Withdrawal Form (Tax-qualified)
  • Annuity Electronic Funds Authorization Form
  • Annuity TSA Loan Request (Non-tax Qualified)
  • Annuity TSA Loan Request (Tax-qualified)
  • Ownership Change Request
  • Beneficiary Change Request (Annuities)
• Policy Value Updates
• Policy Loans
• Policy Changes
• Do You Have a Concern?

Group Insurance

Products

• Whole Life
  
• Universal Life
  • Guaranteed Competitor
  • Competitor
  • Champion
  • Legacy Survivor
  • Variable Universal Life (offered through Beneficial Financial Group's strategic partners)
    • Disclaimer
  • Survivorship Variable Universal Life (offered through Beneficial Financial Group's strategic partners)
    • Disclaimer
• Term Insurance
  • What Is Term?
  • How Is Term Different?
  • Who Is a Candidate?
  • Why Purchase Term?
    • Your Family's Future
    • Mortgage Protection
    • Debt Protection
    • Business Protection
    • Charitable Contributions
    • Complement Your Policy
    • Accelerated Benefit
  • How Much Do I Need?
  • Benefits and Riders
    
• Annuities
  • Tax Advantages
  • Annuity Payments
  • Withdrawals
  • Estate Considerations
  • Annuity Products
    • Single Premium Annuity
    • Flexible Premium Annuity
    • Immediate Annuities
    • IRAs
      • Common Questions
      • Example IRA
      • Roth IRA
      • Roth vs. Traditional
      • SEP-IRA
    • Equity Indexed Annuities (offered through Beneficial Financial Group's strategic partners)
    • Variable Annuities (offered through Beneficial Financial Group's strategic partners)
      • Disclaimer
• Long-Term Care (offered through Beneficial Financial Group's strategic partners)
• Disability Insurance (offered through Beneficial Financial Group's strategic partners)
• Other Securities Products (offered through Beneficial Financial Group's strategic partners)
  • Disclaimer
• Beneficial Financial Group Group Products
• Glossary

Life Events

• A Gift to Last a Lifetime
  
• Charitable Gifts
  • Outright Gifts
  • Gifts With Retained Interest
    • Charitable Remainder Trust
    • Charitable Gift Annuity
    • Charitable Lead Trust
    • Pooled Income Fund
• Education
  • Childhood Learning
  • Career Options
  • Choosing a College
  • Funding a College Education
    • College Costs
  • Funding Sources
    • Family Funds
      • Section 529 Plans
      • Cash Accumulation
    • Tax Credits
    • Grants
    • Scholarships
    • Student Employment
    • Loans
      • Federal Stafford Loans
      • Federal Perkins Loans
      • PLUS Loans
      • State Loan Programs
        
• Elder Care
  
• Make Your Money Work for You
  • See the Difference
  • Start Now
  • A Dollar a Day
  • Tax-deferred Accumulation
    
• Mortgage Acceleration
  • Shrinking Your Mortgage
    
• Moving
  
• New Arrival
  • Life Insurance
    
• Personal Representatives
  • A Representative's Duties
  • Whom to Select
    
• Purchase of a New Home
  
• Retirement
  • Life Insurance Coverage
  • Generating an Income
  • Long-Term Care
  • Retirement Income Goals
    • Sources of Income
    • What Next?
  • Important Dates
  • Protect Your RetIRAbility
  • Useful Resources
    
• Tax Break for Small Business
  
• Wealth Transfer
  
• Wills and Trusts
  • Wills
    • Requirements of a Will
    • Advantages of a Will
    • Disadvantages of a Will
    • Powers of Attorney
  • Trusts
    • Thinking About a Trust?
    • Advantages of a Trust
    • Disadvantages of a Trust
    • Kinds of Trusts
      • A-B Marital Trust
  • Coordinating Your Plan
    
• Why Life Insurance

Security and Privacy Statement

• Disclosure Statement

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