Weird Appointment W/ Bank Payee

Ran into strange one yesterday



55 year old lady in trailer , smoker , oxygen , disability income



She wants $5k of coverage



So when we go to set up the bank draft I discover that she's a beneficiary only on the bank acct where she receives her gubmint check & the payee is a local ministry (red flags) that is listed as a corporation on the bank statement. So technically ... Lady can't access her own gubmint funds. I'm sure if I ask the local ministry (reverend Ruth yes I'm serious) they will veto deal not wanting the lady to give up $$ each month on burial coverage!

Source of insurance-forums.net

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