Woman’s Estate Sues MetLife, Fidelity Over Where Death Benefits Should Go

January 23, 2024 by Allison Bell

The family of a woman who died in July 2023 is asking a state court to have $150,000 in group life insurance benefits paid to her estate, rather than to a man named as a beneficiary, based on allegations that the man forced the woman to name him as a policy beneficiary.

The estate of Heather Bari Gottlieb asserts in a complaint filed in a state court in Mercer County, New Jersey, that the man, Daniel Dalziel, made Gottlieb keep him on as a half beneficiary for her life insurance benefits and a sole beneficiary for her retirement account assets by threatening to kill her, and that Gottlieb intended to remove the man as a beneficiary before she died.

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Originally Posted at Think Advisor on January 19, 2024 by Allison Bell.