Advanced Underwriting Consultants

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Beneficiary Designations

Even experienced life insurance agents make mistakes in crafting the beneficiary designations for their clients’ life  insurance and financial products.  In this four part series, we’ll identify the most common beneficiary errors, and use examples to illustrate how to make sure a client’s beneficiary intentions are honored.

 

  • A four-part series on buy-sell reviews
    • Buy-sell structures
    • Buy-sell triggers
    • Common mistakes
    • Questions and answers
  • A four-part series on life insurance basics
    • Types of policies
    • Types of companies
    • Personal life insurance needs
    • Life insurance glossary