The Hidden Costs of Bad Beneficiary Designations: Financial, Legal & Professional Fallout

Beneficiary designations can quietly override a client’s intentions and trigger costly consequences. This webinar uses real world scenarios to reveal how outdated or poorly coordinated designations on life insurance, annuities, and retirement accounts create delays, disputes, and financial loss. Gain a practical review protocol and clear referral triggers that help protect clients, reduce litigation risk, and strengthen professional credibility.