3 Min Beneficiary & Why It Matters
Sanford
•
3m 23s
Understand the purpose of beneficiaries and how to protect your assets early.
☑ Future Financial Protection
☑ Smarter Planning Decisions
☑ Legal Term Awareness
✎ Pro Tip: Even without a will, naming a beneficiary on accounts like life insurance or retirement plans helps avoid probate.
*This content is intended for general information purposes only. It is not intended to be relied upon and is not a substitute for professional health, legal, tax, investment, or financial advice based on your individual conditions and circumstances. Your use of Caravan services is subject to additional terms and conditions.
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