ConnectED Webinar Series:

Join us and learn how to avoid common beneficiary mistakes that may help your clients properly transfer assets at death. During the webinar, Steve will cover the many aspects and issues that clients need to consider when completing beneficiary designations for IRAs, qualified and nonqualified retirement plans, annuities, life insurance, and other assets paid by contract at death of the owner.

First Name

Last Name

Firm Email

Phone

Street Address

Zip

List your resident state

Broker/Dealer

List your resident state license number (put "no" if you do not need state insurance)

List your National Producer Number (NPN)

Do you need CFP Credit?

CFP Number (must be included to receive CFP credit)

Do you need any designation credit?

List designation credit if needed

List your CRD number (if you do not know your CRD #, please feel free to look it up here: https://brokercheck.finra.org/)

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