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Policy Owner Services

CBIZ Life Policy Owner Services

Policy Owner Services includes the following:

  • Collateral Assignments/Release of Assignments
  • Beneficiary and Ownership Changes
  • Bank Draft Changes
  • Address Updates
  • Face Amount Reductions
  • Premium Mode Change

Please Contact Our Experts Today to Request Any of the Policy Owner Services. 

Need a Form after Hours or on the Fly?  

Click here to Access Our Carrier Websites

Our Experts

  April Zusman
Case Manager
Direct:  858.444.3105
azusman@cbizlife.com 
       Emily Reilly
Case Manager
Direct:  858.444.3102
ereilly@cbiz.com