BENEFICIARY REVIEWS
Every three years, IAG advisors review beneficiary information in their client’s IRA’s, 401k’s, and other retirement accounts as well as on their life insurance policies. This is a very important exercise to go through because life happens, and things change. 2024 is a year for beneficiary reviews so as we meet with clients throughout the year, they will be actively engaged in this exercise.
In addition to periodically reviewing beneficiary information on life insurance policies, there are many other reasons to review your existing policies. We encourage you to read the article from Midland National by clicking on this link. https://share.gainfully.com/of/cheryl-tesch-ipfox/content/5250566/when-is-it-time-to-review-a-life-insurance-policy-bmobfhicbv/
If you are currently going through one of these scenarios, please get in touch with your advisor so we can conduct a thorough review of your policies.