The Heart of What We Do: Settlement of Proceeds

The American College of Financial Services Alumni Association presents a Virtual Knowledge & Network webcast led by Anthony (Tony) Boquet, CLU®, ChFC®, CASL®, CLF®, FSCP®. This session focuses on the intent, the extent, and purpose behind a well-crafted beneficiary designation. Through the use of a case study, we will demonstrate the true value of the life insurance proceeds to the client and their beneficiaries.