Tips, Traps & Considerations for Beneficiaries
IFB Member: $25
Non-Member: $35
This session provides financial advisors with a practical and technical review of beneficiary designations and their role in comprehensive planning. Participants will examine the legal and tax considerations applicable to common products such as life insurance and registered plans, with emphasis on accurate nomenclature, documentation, and ongoing review.
From our 2026 Virtual Spring Summit
Featured speaker:
- Jos Herman
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