The importance of naming beneficiaries

You can do this online—it only takes a few minutes.

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When you update your beneficiaries, you can feel confident your loved ones will receive the assets you want them to have. Watch this video to learn what you need to get started and how certain life events might affect your beneficiary choices.

Next steps to consider

Set priorities, determine your goals, and build your financial plan.

Use our planning, conversation, and resource guide.

Conduct discussions about health, wealth, and legacy planning.

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