Protect Your Priorities: The Beneficiary Checkup

This month, take a moment to review and update the beneficiaries on your financial accounts. Here’s why it matters:

1. Beneficiaries are the individuals you’ve chosen to receive your assets after you pass away.

2. You likely named beneficiaries when opening investment accounts or purchasing insurance policies.

3. Life changes such as marriage, separation, divorce, or having children may necessitate updates.

4. Even without major life events, an annual review ensures your choices still align with your wishes.

Don’t let outdated beneficiary designations derail your legacy plans. Take a few minutes this month to review and update your beneficiaries, ensuring your assets will be distributed according to your current intentions.

Remember: A quick check now can prevent potential complications for your loved ones later.