Typical Beneficiary Designation Mistakes - a podcast by Security Mutual Life Advanced Markets Team

Typical Beneficiary Designation Mistakes



















































Episode 21 - If you designate a beneficiary on a life insurance policy, retirement account, or brokerage account, that choice will take precedence over the instructions in your last will and testament. There can always be unintended consequences. In this podcast episode, we look at some common mistakes people make when they designate a beneficiary.



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