Transcript:
This is money talks with Chad Olivier, sponsored by Olivier Group.
Hi. I’m Chad Olivier, certified financial planner and CEO of Olivier Group. Today, I wanna remind you about the importance of keeping your beneficiaries up to date.
Beneficiary designations matter. Retirement accounts, life insurance policies, and other assets with named beneficiaries bypass your will.
That means these assets go directly to the person you’ve designated, regardless of what your will says.
It is important to review regularly.
Major life events like marriage, divorce, or the birth of a child are key moments to review and update your beneficiaries.
Make sure your intentions are current and aligned with your overall estate plan. Try to avoid surprises, but keeping beneficiaries up to date ensures your assets are distributed as you wish and prevents potential disputes and delays for your loved ones.
Visit our website at oliviergroup dot com to speak with one of our certified financial planners so we can help ensure your beneficiary designations are aligned with your financial goals. And that’s why money talks, but planning pays.
This has been money talks with Chad Olivier.
