9 votes

Flowchart to show an existing client how their current beneficiary designations would work. ex. spouse as primary, can choose inherited, own, disclaim. Children as primary/contingent choose inherited or 5 year rule. Other flowchart might show no primary or no contingent designated or what if minors are beneficiaries.

Suggested by: Eric Blake Upvoted: 28 May Comments: 1

Under consideration

Comments: 1

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