Free Guide
Request the Beneficiary Review Checklist
A simple guide to making sure the right people are named on the right accounts. Fill in your details below and we will send it to your inbox, along with a short note on how to put it to use.
What is inside?
A simple guide to making sure the right people are named on the right accounts.
Retirement accounts and workplace plans
Life insurance policies and annuities
Payable-on-death bank and investment accounts
Common mistakes that can undo your intentions
Who this is for
Anyone who wants to avoid the unintended consequences that outdated beneficiary forms can create.
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Enter your details and we will send the Beneficiary Review Checklist straight to your inbox.
By requesting this guide, you agree that Lifeway Financial may email it to you along with occasional planning notes. We do not sell or share your information, and you can unsubscribe at any time.
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Tell us what is on your mind. We will listen, answer what we can, and help you decide whether Lifeway is the right fit.