Are You Beneficiary Designation Up to Date ?

Aug. 25, 2010 - PRLog -- Written by The SE Agency
Office: 215-622-0052

Are Your Beneficiary Designations
Up to Date and Current ?

When was the last time you made certain all of the
beneficiary statements you have created, are still
appropriate and in accordance with your wishes ?

If you are like many people that we help, the answer is:
“ I am not sure that I have recently reviewed the beneficiaries I assigned years ago.”

Important Facts

• Your personal and financial records generally change over time.  

IRA, 401k, 403b and other similar accounts.
Annuity, life insurance, and long term care policies.
Brokerage accounts.
Existing bank accounts, to include Certificates of Deposit.

• If these documents are not current, this could cause problems within your estate.      

• Leading to unnecessary disagreements,
disputes, lawyer and even court costs.

All of this can be easily avoided:
With a complimentary  ( FREE ) Beneficiary Review and Professional Update.

We provide this service to residents of Southeastern PA and Southern NJ.

The SE Agency
Independent Financial Advisors
Warminster, PA
215-622-0052

http://rolloversandannuities.com

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The SE Agency specializes in Better, Safer, Smarter Retirement and Investment Plans.
IRA, 401k, 403b Rollover and Distribution Advisors.
Proudly serving clients in Southeastern PA and Southern NJ.
GUARANTEED Interest & Income, Immediate Cash Bonuses.