One Simple Task to Protect Your Family

When life changes, your priorities do too. That’s why it’s so important to review and update your beneficiaries.

You probably named a beneficiary, the person or people who will receive your assets if you pass away, when you first opened an investment account or bought an insurance policy. But major life events, like getting married, divorced, or having children, can change who you want to receive those assets.

Even without a major life event, a regular review ensures your wishes are carried out and prevent complications for your loved ones. Take a few minutes to check your accounts and confirm your beneficiary designations still reflect your priorities.