-
Admin
Beneficiary Designation
A common misconception is that your Last Will and Testament controls your beneficiary designations. Let’s look at an example to illustrate. Tom has three children and a life insurance policy that has been in place for decades. The policy was taken out before his third child was born so the beneficiary designation still lists his first two children since his wife predeceased). His Will says everything goes equally among all three children. Upon Tom’s death, the life insurance will pay to the two oldest children who were the designated beneficiaries. Even though Tom’s Will says everything goes equally among all three children, the third child will be excluded.
0 -
Admin
Avoid Phishing Scams
in Asset Protection / / 0 commentsWhat is phishing? FINRA (Financial Industry Regulatory Authority) defines PHISHING as: Scams that use spam email or a fake website to lure you into revealing your bank or brokerage account information, passwords or PINS, Social Security numbers or other types of confidential information.
-
Admin
NEW Premier Client Portal
in Fee Only Financial Advisors, Wealth Management / / 0 commentsPremier Financial Advisory Services is proud to announce the launch our new Client Portal. The Client Portal is a gateway between you and Premier Financial providing a safe and secure location to store and view your important financial information. Here’s how:
Posts tagged with ‘suwanee’
Premier Financial Advisory Services, LLC > suwanee