Avoiding beneficiary designation mistakes

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Credit hours: 1 | Not approved in: NJ
Intended for CPF, CIMA, CLU/ChFC, CRPC, CRPS CPE HIRS/SHRM

To avoid beneficiary designation mistakes, it is crucial to thoroughly understand the contractual details, coordinate with the client’s overall planning, consider tax implications, and align the designations with the client’s specific goals and preferences. This presentation covers a comprehensive approach that ensures accurate and effective beneficiary designations in line with the client’s wishes and broader financial strategy.