This course provides fundamental instruction on designating beneficiaries for IRAs (Individual Retirement Arrangements), employer-sponsored plans and tax-preferred accounts. Whether your company manages clients that name beneficiaries, or advises investors on legacy planning, this designation training helps professionals understand the designation process.

In this introductory course, you will learn:
• Why naming a beneficiary is vital for every account holder
• Every beneficiary that can be legally named besides individuals
• The most important information for naming a beneficiary