Linas Sudzius, with Advanced Underwriting Consultants, has seen many problems generated form improper, inadequate or outdated beneficiary designations. Please read his article below which addresses some common beneficiary errors. It is a good reminder for all of us to remind our agents to think …
beneficiary mistakes
Six Beneficiary Mistakes That Could Be Costly
Updating your beneficiary information is important, if you've even spent time working with a professional on your estate plan, you know that. Not updating your beneficiary can result in some costly mistakes, not only for you but also your loved ones. According to an article in Alicetx.com here are …