Don’t Let an Outdated Beneficiary Cost Your Family Everything

Описание: You worked hard....
You built your wealth....
You thought you protected your legacy.....

But the one thing you might not have looked at in years could derail it all….

Your beneficiary form
Because that form, not your will, decides who gets your 401(k), IRA, or life insurance.

If you haven’t checked your beneficiary form since getting married, having kids, or after a loss, your money could land in the wrong hands.

Lawrence Sprung shines a light on this financial mistake that very few people talk about, which could cost your family everything.

Learn how to fix it before it’s too late.
⚠️ Why your will doesn’t control your retirement accounts
⚠️ What accounts to review today
⚠️ What happens when no one is listed as a beneficiary
⚠️ How to make sure your money goes to the right person
⚠️ When to name a backup (and why it matters)

Outdated beneficiary choices can tear families apart … but a 5-minute review could prevent it.

You built your legacy.
Now protect it.

Make a habit of checking the form once a year.

Take control of where your money goes and help your loves one avoid probate chaos.

enJOY knowing your wishes will be honored.

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Mitlin Financial, Inc.®
140 Adams Ave | B-12 | Hauppauge | NY | 11788

Disclaimer
Investment advisory services offered through CWM, LLC, an SEC Registered Investment Advisor. Carson Partners, a division of CWM, LLC, is a nationwide partnership of advisors.