Broker Check

Life changes - So should your beneficiaries

  • Is anyone regularly reminding you of your beneficiary selections so you can make sure they reflect your current wishes?
  • Are your beneficiaries consistent with your wishes? Are you aware your beneficiary instructions override your will?
  • Do your beneficiary choices take advantage of tax-deferred growth, while minimizing tax and penalty issues?

We regularly verify your beneficiary information so you can be sure your instructions are current and your wishes are honored.