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Typical Beneficiary Designation Mistakes
Typical Beneficiary Designation Mistakes
Episode 21 - If you designate a beneficiary on a life insurance policy, retirement account, or brokerage account, that choice will take precedence over the instructions in your last will and testament. There can always be unintended consequences. In this podcast episode, we look at some common mistakes people make when they designate a beneficiary.
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By Security Mutual Life Advanced Markets Team
4.8
1919 ratings
Typical Beneficiary Designation Mistakes
Episode 21 - If you designate a beneficiary on a life insurance policy, retirement account, or brokerage account, that choice will take precedence over the instructions in your last will and testament. There can always be unintended consequences. In this podcast episode, we look at some common mistakes people make when they designate a beneficiary.
More SML Planning Minute Podcast Episodes
SubscribeApple PodcastsGoogle PodcastsAndroidby EmailRSSMore Subscribe Options
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