Welcome back to Plan Now Win Later on LI News Radio 103.9 FM.
In today’s episode, you’ll hear about:
The importance of proper beneficiary designations
ITF - “In Trust For”
TOD - “Transfer on Death”
POD - “Payable on Death”
Do Not Rely on “Online” Confirmations
Make Sure the Forms are Properly Filed with the Bank
If you’re one of the listeners who’s called in to meet with me, thank you. I appreciate your trust and continued support.
If you haven’t called in yet and would like a free consultation with Kurt, you can call: (631)-265-7200 or visit plannowwinlater.com for an immediate appointment & consultation.
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