The LEARNING library

The Decision Tree

If there’s one topic we have to get comfortable with in the financial industry, it’s death. No one wants to think about it, let alone talk about it.

Benjamin Franklin said it best: “In this world, nothing can be said to be certain except death and taxes.” We would like to add to that and say: “And spousal beneficiary decisions.”

Ed Slott released a Spousal Beneficiary decision tree that is not only pleasing to the eye, but it clarifies the “ifs” and “whens” of who and how. Clear as mud?

Join us today to talk about the inevitable. We hope to take the sting out of what can be a devastating reality. Knowing now can prevent pain later.