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Beneficiary Designations

Do you know what is going to happen to your assets after you pass away?  What are those beneficiary designation forms you have to fill out with life insurance policies or retirement accounts, and how important is it to keep them updated?  Jim and Chris discuss how beneficary forms work and  why you should periodically review them.


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About the Show

About the Show

What do you get when you combine a TALENTED CFP®, a COLLEGE FINANCE INSTRUCTOR, relevant financial information and a healthy dose of humor for two hours on Saturday morning?  You get THE Retirement and IRA Radio Show, an informative, educational and entertaining radio program focused on retirement topics.

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THE Retirement and IRA Radio Show is broadcast on Greeley’s NewsTalk Radio 1310 KFKA on Saturday mornings from 8-10am. Click above to listen live!

Jim Saulnier and Associates | 970-530-0556 | 506 East Mulberry Street, Fort Collins, Colorado 80524

Registered Representatives, Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC to residents of: AZ, CO, GA, MA, MD, TX and WY. This communication is strictly intended for the residents of AZ, CO, GA, MA, MD, TX and WY. No offers may be made to or accepted from any resident outside the specific states mentioned. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and Jim Saulnier & Associates are not affiliated.