Do You Have The Wrong Beneficiary Name?

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Do You Have The Wrong Beneficiary Name?

Do you have the “wrong” beneficiary for your life insurance and retirement accounts?  How will you know?  Susan M. Graham explains in a recent video.

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I don’t suppose you have thought of anyone who could use our services? If so, please have them call us at 208-344-0375. Introductions and referrals are the lifeblood of our practice. Thank you!

****************** UPCOMING SEMINAR *******************

Free public seminar – Thursday, February 2, 2017 at 10:00 a.m. and 2:00 p.m.

Join us for this informative seminar, sponsored by Susan M. Graham, to help you understand ways to create your Estate Plan and at the same time increase your retirement security – bring a friend or two!

For more information and to register, Click Here or call 208-344-0375

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