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.
Watch Video Here: https://www.forefieldkt.com/kt/htmlnl.aspx/kt/HtmlNL.aspx?pvw=EC2B120BBCC39F49D09CFB73535B2823C279A0CAB2E5C98378981EC43B800D45817ACC8E815800A6A436D4B6489277D40B5E247ADEC50B49324D4777BB119BE16EAEB8BA4C76D0A29034641437844FF438BE6D3EA6717F1B02BF52D81F74B7CF1AE65FEEB47CD8F66E8FF5E6347E0519&pvt=AC45A85E7F4520F138AEAB0CC5747E2A28B591D258F729FA5017A12B0C7D57C7BFEBCCE0E25FA7A43ED62BFDBD9BB1804359A24AF96A12DE2AD7A2C96F0BB23B3B62801FD6E3ED978FA7C6B0357D63C2
Are you ready to create a plan for living the life you’ve always dreamed about? Contact us today to schedule your complimentary discovery meeting.
Your Guide to Financial Independence
Rick Epple, CFP(r), CeFT (r)