Page 5 - TSG 2nd Quarter NL

Are Your Bene ciaries Up to Date?
As we start the new quarter, it is a great me to check your insurance
policies and verify and/or change your bene ciaries. We’re usually so focused on the insurance policy size and the premiums, that we forget this cri cal piece -- who you want to receive the bene ts from your policy.
If you have put a trust into place within the past year, let us know and we can advise you as to the language to
use for your bene ciary designa ons.