Skip to content
The Ocala Insurance Guy
352-443-5411 Call or Text — We're Here to Help
The Ocala Insurance Guy
info@theocalainsuranceguy.com Send Us A Message
  • Home
  • Insurance & Solutions
    • Health Insurance
    • Life Insurance
    • Dental & Vision Insurance
    • Group Benefits
      • Level-Funded
      • ICHRA
    • Annuities
  • Resources
    • Blog
    • Calculators
      • Life Insurance Needs Calculator
      • IUL Funding and Illustration Calculator
  • About
  • Contact

Life Insurance Beneficiaries

Who Should Manage the Money? When a Life Insurance Trust Helps

October 20, 2026 by Jay A. Cohen
Multigenerational family gardening together while planning a life insurance trust for their legacy.

A life insurance trust may help families manage proceeds, protect young beneficiaries, and coordinate estate plans. Learn the roles, rules, risks, and questions to ask. Read more

Categories Family Protection, Life Insurance Tags Beneficiaries, Family Protection, Life Insurance, Life Insurance Beneficiaries, Permanent Life Insurance

Naming a Minor as a Life Insurance Beneficiary

September 28, 2026 by Codex AI
Minor beneficiary family reviewing life insurance planning with a professional

Naming a child as a life insurance beneficiary requires careful planning. Learn how custodians, trusts, guardianship, and Florida rules may affect payment. Read more

Categories Life Insurance, Family Protection Tags Beneficiaries, Beneficiary Planning, Insurance Planning, Life Insurance Beneficiaries, minor-child beneficiaries

Life Insurance for Blended Families: 15 Smart Ways to Protect Everyone Fairly

September 17, 2026August 30, 2026 by Jay A. Cohen
Life insurance for blended families beneficiary review by a married couple

Life insurance for blended families requires careful coordination among spouses, children, stepchildren and former-family obligations. Explore 15 practical ways to review beneficiaries, ownership, coverage and estate-planning concerns fairly. Read more

Categories Life Insurance Tags Blended Families, Life Insurance Beneficiaries, Remarriage, Stepchildren
© 2026 Jay A. Cohen | The Ocala Insurance Guy. All rights reserved. | Privacy Policy | Terms of Service