Recording Web 08 - Everything You and Your Clients Should Know About Beneficiary Designation Forms - Grossman from nipa ba Watch Video

⏲ Duration: 67 min 29 sec
✓ Published: 25-Aug-2018

Description:
Too often plan participants are asked to complete beneficiary designation forms for death benefits and neither the plan participant nor the TPA fully understands the significance of the failure to complete the designation form or the impact of a form that fails to meet the participant’s needs. nnWhile this session is not intended to circumvent a participant’s estate planning attorney or advisor, it will provide attendees with an overview of such issues as the: affect of no beneficiary design