Register now for the next Webinar

Next Generation Tools: Practice Building through Beneficiary Designations

Presented by: The Annexus Research Institute

Date: April 21, 2015

Time: 3 – 4 p.m. (EDT); 2 – 3 p.m. (CDT); 12 – 1 p.m. (PDT)

Join Us and Learn:

• 80% of all beneficiary designations are used incorrectly, which ones are right?

• Why to avoid using “per stirpes” in your beneficiary designations

• Appropriate designations, tools and marketing strategies for your practice