At Orion, we understand that being a beneficiary can be a complicated, challenging, and highly emotional experience. In the financial world, being a beneficiary typically means that you have experienced some personal loss, usually after the passing of a loved one. Orion is by your side as a beneficiary. We will assist you with the claims process, starting with obtaining and completing the necessary requirements to file a claim. We will also assist you to submit, track, and follow up as needed until your claim is approved. At Orion, we are here to guide you through what can be a time consuming, stressful and challenging process of receiving benefits and/or transferring assets.

Importantly, when a loved one passes, or becomes incapacitated, people are often unprepared for the financial complexities that can ensue. We can help! Some decisions are permanent and irreversible. Let Orion Financial Strategists help you to avoid costly mistakes. At an emotional time in your life, Orion can help you make informed decisions that will best serve your interests in the long term.