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Beneficiary Review Checklist
Have You Reviewed Your Beneficiaries Lately?
Sometimes life moves fast, and without a proper review, your assets may end up in the wrong hands, or worse, with no beneficiary at all.
Major life events like:
- Marriage
- Divorce
- The birth of a child or grandchild
- The death of a loved one
…can all warrant an update to your beneficiary designations.
Use This Simple Checklist To:
- Review your life insurance and retirement accounts
- Confirm and document your primary and contingent beneficiaries
- Help avoid unintended outcomes