If a client’s circumstances change, whether it’s a health issue, a marriage, divorce or new baby, draw up a list of all her beneficiary designations (and the policies those designations apply to) and review them with her. Follow through if she’d like any of them to be changed.
Action Idea – When a dependant trumps a named beneficiary
Need to get your client thinking more about her beneficiary designations? Try this tip.
- November 12, 2014 November 12, 2014
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