Know Your Money with Bronwyn Waner and Craig Finch

20. Beneficiary nominations


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A correct beneficiary nomination is one of the most critical steps in financial planning.

Life policies and certain investments allow for a beneficiary nomination.

An incorrect beneficiary nomination could impact your estate and may even cause issues in your family if not updated.

We discuss the various implications.

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Know Your Money with Bronwyn Waner and Craig FinchBy Know Your Money