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Brett Danko - Resources for Certified Financial Plannes

 

26 May

Video: MAKING SURE BENEFICIARY DESIGNATIONS ARE CORRECT

By John 0 Comments

Recorded this a while ago for my Video Insights subscribers, but thought it wouldn't hurt to make it available to all.

 

 

 

Blog tags:

  • Beneficiary
  • ‹ Previous: The Flexible Approach to Training
  • Next: Custodian Cash "Sweep Accounts" – Beware Their Low Interest Rates ›
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Insightful, Dynamic, Effective. Live review classes with Brett Danko are impactful, engaging and filled with the latest case studies, all taught with the most up-to-date and comprehensive materials.

 

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About Us

Brett’s not just a teacher, he is an active financial planner, just like you. He runs a successful Registered Investment Advisor, Main Street Financial Solutions, LLC, where he manages and advises his own clients. His advice and feedback is rooted in real world, real time experience. Brett doesn’t just teach, he puts his words into action. He is also an independent financial planner, so he can provide timely, unbiased options and opinions.

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Call Us: 609-303-3736

Email Us: david@brettdanko.com

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