Do you need a Beneficiary Review?

 

According to an Investment News Survey, 80% of beneficiary forms are either blank, outdated or not properly completed on the following:

• Individual Retirement Accounts
• Defined Benefit Pension Plans
• Insurance Policies

Have you reviewed and updated (if necessary) the beneficiaries of your various financial accounts within the past year?  If not, is your financial professional pleading with you to do so?  Here is a sample of the common types of documents and accounts that may fall into a category of concern:

  • Life Insurance Policies
  • Money Market Accounts
  • IRAs
  • Pension Benefits
  • Savings Accounts
  • Certificates of Deposit

You would be shocked how many famous examples exist to illustrate this common mistake!! 

Case Study 1

Case Study 2

Case Study 3

Case Study 4

 

Contact Beach Financial Group to schedule your review:

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I NEED TO SCHEDULE A BENEFICIARY REVIEW