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Are your beneficiary designations up-to-date?
All of them?
Are you sure?
You may think that you already took care on having your beneficiaries’ designations, but A beneficiary review is quite vital.
First, gather all your insurance policies and other financial assets and determine how do you want to distribute your assets upon your death.
Second, decide whether, the current beneficiary designation still meets your goals. In addition, verify if you had named a contingency beneficiary. In the event you still need adding or changing beneficiaries, then your insurance professional can help.
At Janix Assurance, we provide complementary beneficiary review.
Remember, a beneficiary omission may cause unnecessary probate cost and serious delays in the distribution of your assets. If you forget to update your beneficiaries, you may not pass your assets to the people you-intent-to which could result in litigation and family disputes.
Janix Assurance is a fully licensed insurance agency that can help you to identify potential problems and suggest ways to solve them.
Note: The purpose of the beneficiary review is to assist policy owners in reviewing their assets and determining how they will be distributed upon their death. It is not intended to be Estate Planning, financial planning, or offer legal or advise. If legal, tax, or other professional services or advise are needed, the services of a competent professional in those areas should be sought as applicable as state laws and/or regulations may impact your beneficiaries’ designations.
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