Episode 40: Reviewing Your Beneficiaries

May 19, 2023

• The importance of naming beneficiaries.
• What happens if there are no beneficiaries listed.
• Why you should alert each beneficiary of being named on an account.
• Why it’s important to have updated contact information on file.
• Recommendations on how often you should update your beneficiary list.
• How beneficiaries work on...

Read More