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Individual to Three 3 Individuals Without Alternative Beneficiaryies Form

Individual to Three 3 Individuals Without Alternative Beneficiaryies Form

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one of the most common mistakes that I see is people thinking when they pass away any accounts they had with the insurance company or Investments and at the bank that those folks are going to ask to see the will this is not true the first thing they're going to check is to see is who's listed as the beneficiary or beneficiaries the number one thing you want to make sure to do is if you have money in the bank through an insurance company with annuities or life insurance or Investments the reason you want to make sure to have the beneficiary set up properly is that if you have a loved one pass away the company whether the bank the insurance company or the Investment Company they're not going to ask to see the will they want to see exactly who's listed as beneficiary and that's why we got to make sure they're correct because that's where the money's going it's going to the named beneficiary or the named beneficiaries

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