About Episode & Marketing Content
Do your clients review their 401(k)s and IRAs only to check the balance? Let Estate Planning Attorney Rex Ritchie explain why beneficiary designations are another important piece to review, and what can happen without the proper planning.
When posting, be sure to personalize the link!
E.g. http://RealWealthMedia.com/YourName (Premier Members)
E.g. http://RealWealthMedia.com/OrganizationName (Basic Members)
- Post throughout the week to stay top of the mind and build engagement with your audience and clients.
- Make sure your compliance department has reviewed this content before posting.
(We may be doing this for you! If you’re not sure – call us at (877) 825-7579).