GOOD MORNING AND GREAT COFFEE!
Beneficiaries. Banking. Both start with the letter "B" and both are equally important to understand how they go hand in hand in many regards! Many times, people don't understand the importance of making sure their beneficiaries are on their bank accounts in case the pass suddenly, what a TOD is, and many more aspects that goes into the planning process as a whole.
This episode helps to explain those things and more in one of the guy's "burst sessions". Enjoy your coffee, and bring your beneficiaries in to watch, listen and learn.
REMEMBER: LIVE WELL AND PLAN EVEN BETTER!
Iron Tree Financial
1-8444-444-YTYM
www.irontreefinancial.com
