Broker Check

Beneficiary Designations

October 12, 2021

Much too often, people forget to update their beneficiary designations on the accounts they own. When life changes occur, such as birth, marriage and divorce, and beneficiary designations are not updated, it can have drastic and unintended consequences for your heirs.

In this video, financial advisor Josh Espinosa CFP®, CIMA® will share with you why beneficiary designations are so important, what you should be looking out for, and suggestions on designating your beneficiaries.

So don’t delay, watch this video now and learn the importance of reviewing and updating your beneficiary designations to ensure they accurately reflect your wishes, support your estate planning goals, and protect your loved ones.