CLE on Beneficiary Designations

The National Business Institute is sponsoring a 90-minute teleconference on September 14 entitled Beneficiary Designations: A Hidden Trap. The program information is below:

Designating beneficiaries for assets such as life insurance policies and retirement accounts is a foolproof plan for passing wealth on to loved ones, right? In theory, yes, but practically speaking, designating beneficiaries can quickly become overlooked and a major problem within the estate plan. Join us for this fact-packed program as our experienced faculty reveals the hidden traps associated with designating beneficiaries and how they can be overcome with proper planning – register today!

• Don’t let outdated or improper designations deter the execution of your clients’ estate wishes for their loved ones.
• Review key assets vulnerable to problems with outdated or incorrect automatic beneficiary designations.
• Find out what inadvertent consequences of beneficiary designations to look out for.
• Walk through the steps of properly completing a beneficiary designation.