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YOUR BENEFICIARY CHECKLIST!

Death can be unexpected! So make sure that all of your accounts are properly set up to have the correct beneficiary or beneficiaries. Failing to keep your beneficiaries up to date can result in your assets going to an ex-spouse, an estranged family member, or no one at all. Prevent your family from having to fight for your money!


Download a printable PDF version below:


Beneficiary Checklist [FINAL PDF]
.pdf
Download PDF • 855KB

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