How to Avoid Common Beneficiary Mistakes

REGISTER

Join us as we discuss the unintentional designations that undermine life insurance planning. This session covers real-world pitfalls, such as improper beneficiary choices, lack of coordination with public benefits, and misunderstandings around wills, divorce, and policy ownership, that can lead to negative outcomes. Designed for insurance professionals, this training offers practical guidance to help ensure beneficiary designations align with client goals.