Print this page

Estimated reading time: 0 minutes, 18 seconds

Help Clients Avoid Common Beneficiary Pitfalls

Advisors should be vigilant in helping clients avoid common beneficiary pitfalls, including failing to update beneficiary designations after a client divorces or remarries. So reports insurancenewsnet.

By failing to update designated beneficiaries, ex-wives may end up receiving assets if an annuity account owner dies, regardless of stipulations found in other documents such as wills.

Read the full article from insurancenewsnet

Read 5672 times
Rate this item
(0 votes)