Do you know who your beneficiary designations are? Beneficiary designations are needed when you open a Retirement Account, Life Insurance Policy or buy an Annuity contract. In the event of your death these potentially valuable assets will pass directly to your designated beneficiaries, taking precedent over instructions in a Will and by-passing the probate process entirely.

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Your Guide to Financial Independence

Rick Epple, CFP(r), CeFT (r)