[REPLAY] Crafting the Correct Beneficiary Designation-Are Your Client’s Loved Ones Protected? From North American

Recorded 02/22/23 

Beneficiary designations for many may control the transfer of potential wealth at death more than any estate planning documents. However, financial professionals sometimes neglect to spend sufficient time and effort to make sure their clients’ designations match their actual estate distribution intentions.

Join Linas Sudzius of Advanced Underwriting Consultants (AUC) as he:

• Identifies common beneficiary designation mistakes,
• Discusses relevant court decisions that highlight the consequences of bad designation choices,
• Suggests specific language that can be used to match a client’s particular intentions, and
• Proposes a best-practices approach to crafting beneficiary designations.