Broker Check

Time for a Yearly Checkup

January 02, 2023
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Keeping beneficiary designations up to date and accurate is an important part of carrying out your wishes. These designations supersede your will, avoid probate, and dictate how assets transfer after death. Beneficiary designations should be reviewed annually and following a major life event in your family (e.g., marriage, divorce, births, deaths, etc.). This worksheet will help you review your current designations.


Click here to download the PDF:

 Advanced_Markets_-_Beneficiary_Review_Worksheet.pdf (brandfolder.io)

Now that you've done your review, are any changes necessary?

Your financial professional has the experience and resources to help you manage your beneficiary designations. This is one more reason to consider consolidating all of your financial assets in one place, with one financial professional. By working together, you can be confident that your wishes will be carried out.


Transamerica Resources, Inc. is an Aegon company and is affiliated with various companies which include, but are not limited to, insurance companies and broker-dealers. Transamerica Resources, Inc. does not offer insurance products or securities. The information provided is for educational purposes only and should not be construed as insurance, securities, ERISA, tax, investment, legal, medical or financial advice or guidance. Please consult your personal independent professionals for answers to your specific questions.

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