Have you designated a life insurance beneficiary? Providing for loved ones upon your death remains a priority for many people. That’s why it’s important to choose beneficiaries. Failure to do so could ...

Something a lot of people overlook when they update their estate plans are beneficiary designations on life insurance, retirement plans and annuities. Beneficiary designations are easy to overlook, ...

One key question about financial planning often is overlooked by most clients: To whom will you transfer your acquired income and assets at the end of your life? I know, it’s not the most comfortable ...

Should you name your living trust as the beneficiary of your life insurance policy? Is it better to name specific individuals as direct beneficiaries? This decision can have significant implications ...

Discretionary beneficiaries are individuals or entities eligible for trust, insurance, or retirement distributions based on ...

Buying a life insurance policy requires you to make several decisions, including the coverage type. As you compare your options, you must decide what type of life insurance to purchase and whom to ...

A life insurance beneficiary can be a person, entity or organization you choose to receive the death benefit from your life insurance policy after you pass away. Once your beneficiary receives the ...

It’s wise to select multiple beneficiaries when purchasing life insurance policies. This ensures that your family or loved ones can cover any financial obligations after you’ve passed away. The death ...

Choosing your beneficiaries, who are the people or entities who receive the benefits when you die, is arqueably the most important part of owning life insurance. However, picking this recipient ...