Your Ticket to Finding Unclaimed Wealth, Ep #50 

<p>What is your simple ticket to finding unclaimed wealth? How can you find unclaimed money for yourself or the people that you’re close with? In this episode of Retirement Made Easy, I diverge from my normal podcast structure to share a tool that can be a game-changer for your retirement. Don’t miss it!</p> <h2>You will want to hear this episode if you are interested in...</h2> <ul> <li>[3:17] Your ticket to finding unclaimed wealth</li> <li>[8:48] The story of an unclaimed pension</li> <li>[13:14] Finding old stock + 401k money</li> </ul> <h2>Your Ticket to Finding Unclaimed Wealth</h2> <p>A client’s Mom passed away years ago. She knew her Mom had a life insurance policy but she didn’t know how to find it. We dug as deep as we could and ended up finding out the name of the insurance policy carrier. Together, the client and I called and were able to locate the policy number and learn how to claim the death benefit. </p> <p>But what about old life insurance policies where the death benefit never got claimed? What about dividends or paychecks? What happens to all of the unclaimed money? What if the children never knew about the policy—what happens to it? It ends up at the State Treasurer's Office (wherever that person lived). </p> <p>So what do you do? Go to unclaimed.org, the website associated with the National Association of Unclaimed Property Administrators. You can click on the state where you’re looking for unclaimed property. It brings you to that state’s treasurer’s website. You can type in last name, first name, and hit search and it brings you a list of unclaimed funds close to that person’s name. </p> <h2>Don’t be afraid to make a phone call</h2> <p>I have found hundreds of thousands of dollars for people, if not millions of dollars. It could be unclaimed life insurance or an unclaimed paycheck. Some people even had tax refunds that we found. I’ve uncovered old 401k plans that have compounded over the years. The average claim is around $300—but it can be far more. You simply have to fill out minimal pap