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Why You Need an Annual Beneficiary Review [EP. 129]
No one knows or expects death, so don't be surprised if you do! And if that happens, you want to make sure that the beneficiaries are properly set up on all of your accounts. Nic Daniels gives you some examples of accounts that you want to check off your list... BEFORE it's too late!
Download the checklist here: https://bit.ly/3rgls6q
Nic Daniels BFA™, Financial Advisor
www.therealmoneypros.com
www.treecityadvisors.com
View all episodes
By The Real Money Pros
5
1616 ratings
No one knows or expects death, so don't be surprised if you do! And if that happens, you want to make sure that the beneficiaries are properly set up on all of your accounts. Nic Daniels gives you some examples of accounts that you want to check off your list... BEFORE it's too late!
Download the checklist here: https://bit.ly/3rgls6q
Nic Daniels BFA™, Financial Advisor
www.therealmoneypros.com
www.treecityadvisors.com
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