Conversation Toolkits

Completing an annual beneficiary audit

[ "" ]
[ "Business Building Ideas" ]
[ ]

Topic overview

Life is about transitions — birth, marriage, divorce, death of a spouse. As a trusted financial advisor, you can help your clients prepare for these life events.

A beneficiary audit is a systematic process your clients can undertake regularly (with your help) to update their legacy planning wishes.

Use these tools to help ensure that the beneficiary designations they have in place for their financial assets are up to date.

Is this relevant to my clients?

Individuals could benefit from these tools if they:

  • Have multiple accounts
  • Are age 50 or older
  • Have recently married
  • Have recently lost their partner due to death or divorce
  • Have recently added a child or grandchild through birth, adoption or marriage