Reasons to Name a Beneficiary

Where will your money go?

This is an awkward topic and most people don’t want to think about it, but it’s important. What will happen to your money after you’re gone? You’re working hard to save and do the right thing for yourself and your loved ones. Make sure you take the extra step – designate your beneficiaries and keep them current.

Reasons to Name a Beneficiary

Eliminate Confusion

By naming a beneficiary on your account, you leave no doubt about what you wish to be done.

Surpass a Will

Retirement plan accounts are paid directly to beneficiaries regardless of wills.

Save Time

If something happens to you and you haven’t named a beneficiary, the transfer of your funds may be delayed.

Help ensure the financial wellness of your loved ones

You can have peace of mind knowing your hard-earned money will benefit the ones you care about.

This website does not provide investment, tax, financial or other advice. It is provided for informational and educational purposes only and is intended to be used as a guide.