North American: Crafting the Correct Beneficiary Designation
February 22, 2023 @ 2:00 pm - 2:30 pm EST
Beneficiary designations for many may control the transfer of potential wealth at death more than any estate planning documents. However, financial professionals sometimes neglect to spend sufficient time and effort to make sure their clients’ designations match their actual estate distribution intentions.
Join Linas Sudzius of Advanced Underwriting Consultants (AUC) as he:
Identifies common beneficiary designation mistakes
Discusses relevant court decisions that highlight the consequences of bad designation choices
Suggests specific language that can be used to match a client’s particular intentions, and
Proposes a best-practices approach to crafting beneficiary designations
Date & Time: Wednesday, February 22nd at 1:00 PM Central / 2:00 PM Eastern
Beneficiary designations for many may control the transfer of potential wealth at death more than any estate planning documents. However, financial professionals sometimes neglect to spend sufficient time and effort to make sure their clients’ designations match their actual estate distribution intentions.
Join Linas Sudzius of Advanced Underwriting Consultants (AUC) as he:
Date & Time: Wednesday, February 22nd at 1:00 PM Central / 2:00 PM Eastern
Register.
Details
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