Do you need a Beneficiary Review?

According to an investment news survey, 80% of beneficiary forms are either blank, outdated or not properly completed on the following:

• Individual retirement accounts
• Defined benefit pension plans
• Insurance policies

Have you reviewed and updated (if necessary) the beneficiaries of your various financial accounts within the past year?  If not, is your financial professional pleading with you to do so?  Here is a sample of the common types of documents and accounts that may fall into a category of concern:

You would be shocked at how many famous examples exist to illustrate this common mistake!