Tuesday, August 19, 2008
New Tool Helps Financial Professionals Navigate Beneficiary Planning
With more than $20 trillion passing from baby boomers to their heirs in the next 40 years, effective beneficiary planning is essential for investors seeking to pass assets onto future generations.
New Tool Helps Financial Professionals Navigate Beneficiary Planning
Source: Business Wire
New Tool Helps Financial Professionals Navigate Beneficiary Planning
Source: Business Wire