Investment and Retirement

Estate planning: new options for your clients

Estate planning: new options for your clients

Proper estate planning ensures that assets are eventually distributed according to the investor’s wishes. A good estate plan can provide many advantages.

Learn more about these advantages!

Estate Planning Brochure (BRA1787)

REMINDER: As of November 9, 2015, investors will be able to appoint contingent beneficiaries and successor annuitants, in addition to contingent investors. The addition of these new options will complete our estate planning offering.

Summary of improvements