Financial Planning

Planner: Which beneficiary do you call? Fallback Image Decorative pattern

Financial Planning

Planner: Which beneficiary do you call?

Need to connect the planning dots about education savings options when you’re in front of clients? Use this.

November 11, 2013

3 min read

Worksheet: Naming beneficiaries Fallback Image Decorative pattern

Financial Planning

Worksheet: Naming beneficiaries

Download this worksheet to help you walk clients through estate planning and achieve better outcomes.

November 11, 2013

2 min read

Presentation: Beneficiary designations Fallback Image Decorative pattern

Financial Planning

Presentation: Beneficiary designations

Here’s some text to help you put together a topical presentation on beneficiary designations that you can customize for your next client meeting.

November 11, 2013

1 min read

Think carefully before naming beneficiaries Fallback Image Decorative pattern

Financial Planning

Think carefully before naming beneficiaries

All a will does is tell your heirs who gets what from your estate.

November 4, 2013

3 min read