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Tag Archive: options for beneficiaries on annuities

Don’t Disinherit Your Grandkids

Carl Ostenson

When I do beneficiary reviews, or help clients fill out an annuity application, one of the easiest and neatest things to explain to them is how adding two words to their beneficiary form, can help to insure they don’t unintentionally disinherit their grandkids. It takes about a minute to explain, and then most people want to update their old forms right away. Here are all the different types of accounts that have beneficiary forms: Annuities Life Insurance IRAs 401ks, 403bs Some types of bank accounts...

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