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 ┬áinsurance and financial products. ┬áIn 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