
How to Build a Legacy Plan
Leaving a legacy for your loved ones takes careful planning. Try our tips for protecting your loved ones when the time comes.
by Kristin Smith
Your phone, your wardrobe, your contact information. These three things have something in common. Can you guess what it is?
If you said, “you update all of them,” give yourself a pat on the back (sorry, we don’t actually have prizes for the correct answer). You update these things regularly, but how often do you update your beneficiaries?
If you haven’t reviewed your beneficiary designations recently, ask yourself these questions:
If you answered “yes” to any of these, you probably should do a quick beneficiary designation review. Why is it important?
Regular updates aren’t limited to just your phone, wardrobe or contact information. Keeping your selected beneficiaries up to date is a simple step that you can take toward protecting your family’s financial future.
Leaving a legacy for your loved ones takes careful planning. Try our tips for protecting your loved ones when the time comes.
Learn the truth behind common life insurance myths.
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COUNTRY Financial® affiliated companies and our representatives cannot give tax or legal advice. Please consult legal and tax counsel of your choice regarding your personal circumstances.
Life insurance policies issued by COUNTRY Life Insurance Company® and COUNTRY Investors Life Assurance Company®, Bloomington, IL.