4 BIG MISTAKES MADE WITH BENEFICIARIES

Health and life changes can affect our financial health, too. That's why it's important to periodically check and update your account information and other financial documents. 

This is especially true when it comes to the beneficiaries you have selected to inherit your assets.  

Over time, beneficiaries can become outdated or contain simple errors such as having incomplete information, not adding a new child or grandchild, or failing to update names after a marriage. This whitepaper can help ensure your estate plan will be carried out as you intended.  

Request your copy below.

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