Broker Check

Beneficiary Check

| January 23, 2019
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BENEFICIARY CHECK

It is important to make sure that beneficiaries on your life insurance policies, bank accounts, retirement accounts and other accounts/policies in which there is a legacy are up to date and reflective of your wishes. The named beneficiary on such accounts/policies supercedes whoever might be named in a will. Are you leaving your assets to a former spouse? A deceased individual with no contingent? Someone you no longer wish to have as beneficiary? Have circumstances changed such as the birth of a new child or grandchild? Do you have an old policy or account you forgot about?

Please take a few moments to review your accounts/policies and beneficiaries and make sure that they are current and appropriately reflect your intentions.

This information is provided for general educational purposes only and is not intended to provide a specific recommendation to any individual. Please seek professional help before taking any action in regard to your finances.  

Todd A. Slingerland, CFP®

6 Tower Place Albany, NY 12203

(518) 867-4000 x105  todd@4cfp.net   www.capitalfinancialplanning.net

 

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