1 CE Credit

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A beneficiary designation is a simple, informal way to pass certain types of benefits to a beneficiary outside one’s estate. Or is it? Advisors and clients need to be aware of the implications of not looking at the entire estate plan and not having it all balance to avoid disruption. Jos Herman will give you the confidence in ensuring that you are structuring product solutions the right way when it comes to beneficiary designations.

(Beneva hosted webinar)