Insurance Guides

Life insurance, long-term care, and supplemental health policies are some of the most important assets a family needs to manage — and some of the hardest to access when a loved one can no longer handle their own affairs. Insurance companies set their own rules for what POA authority they'll accept, and those rules vary widely: one company may require explicit beneficiary change language, another may prohibit POA changes on certain policy types entirely. Our Insurance guides are written for each institution, covering exactly what documentation is required, which transactions POA actually unlocks, and how to avoid the rejections that cost families weeks of delays.

Insurance

Lincoln Financial Life

Step-by-step guide to registering POA with Lincoln Financial — online portal, phone, advisor, and mail paths covered for life insurance policies.

Mass Mutual Life

Step-by-step guide to registering power of attorney with MassMutual — the 90-day certification rule, beneficiary change authority, and how to navigate MassMutual Ascend.

MetLife

Guide to managing MetLife life insurance as a POA agent or caregiver. Covers POA registration, beneficiary changes, premium payments, and death claims.

Nationwide Auto

Step-by-step guide for managing a Nationwide auto insurance policy under power of attorney — claims, policy changes, title transfers, and more.

Nationwide Life

Manage a Nationwide life insurance policy under power of attorney — register your POA, change beneficiaries, prevent lapses, and more.

New York Life POA Guide for Caregivers

Step-by-step guide to registering POA, changing beneficiaries, activating springing POAs, and managing New York Life policies for a loved one.

Northwestern Mutual

Guide to managing Northwestern Mutual life insurance as a POA agent. Covers POA registration, beneficiary changes, online access setup, and premium payments.

Progressive Auto

Managing Progressive auto insurance for a loved one? This guide covers claims filing, policy changes, total loss signing, and POA documentation as a caregiver.

Prudential Life

How to register power of attorney with Prudential life insurance — five submission paths, the witness signature rule, New York form differences, and online portal access.

State Farm Life Insurance POA Guide for Caregivers

Step-by-step guide to registering POA, changing beneficiaries, and managing a State Farm life insurance policy on behalf of a loved one.

Transamerica Life

Step-by-step guide to registering power of attorney with Transamerica Life Insurance — including the 3-document requirement most caregivers don't know about.

USAA Auto

Manage USAA auto insurance under power of attorney — register your POA, file claims, handle total loss, and deal with other drivers' insurers.

Insurance feels like it should be straightforward. It is not. The good news is once you've established access, it tends to stay put. Here's what usually needs attention alongside insurance:

Government Guides

If your loved one has Medicare, that's your starting point — but it's a government program with its own separate authorization process entirely. If you haven't tackled Medicare yet, start there before the private insurance pieces.

Financial Guides

Insurance reimbursements, premium autopayments, and long-term care benefit disbursements all run through bank accounts. Make sure you have financial access sorted so payments don't get stranded or lapse quietly.

Utility Guides

Still the most overlooked item on every caregiver's list. If you've made it through insurance you're doing better than most — take twenty minutes and handle utilities before something inconvenient becomes something urgent.