A study conducted by Vanguard Investment Group found that 80% of all beneficiary designations are either blank, outdated, or improperly filled in. Mistakes made when designating beneficiaries can be costly and even tragic because they impair the ability of clients to protect, preserve, and pass assets on to their heirs. If you have an annuity, life insurance, IRA, or other Qualified Plan, call us immediately to set up an appointment. This simple review of your current beneficiary designations could protect your loved ones from being disinherited and save them tens of thousands of dollars.
Thank you for visiting the new home of Simon & Simon International, Inc. We’d like to take this opportunity to say “thank you” to all of our current clients. Without you, none of this would be possible. In the coming weeks, we’ll be adding additional content to keep you up to date on important information regarding the insurance and annuity industry. Please take a moment to check out our video library to view interviews from the news organization, Annuity News Now. We look forward to working with you in an exciting 2011.
var _gaq = _gaq || ;
ga.src = ('https:' == document.location.protocol ? 'https://ssl' : 'http://www') + '.google-analytics.com/ga.js';
var s = document.getElementsByTagName('script'); s.parentNode.insertBefore(ga, s);