Beneficiary designations: 4 reasons why they may be out of dat
October 27, 2015 by Hugh F. Smart
It’s yet another form in that seemingly endless pile of paperwork needed to complete the application. It’s usually only one page and while most clients don’t seem to think about it too much, others will want to get back to you on their choices — another delay to getting business processed. Since the beneficiary form can be changed at any time, does it really matter what the client decides when processing the paperwork? Click HERE to read article
Originally Posted at LifeHealthPro on October 22, 2015 by Hugh F. Smart.
Categories: Industry Articles