An advisor’s guide to beneficiary designations

Written by the Insurance Tax, Retirement & Estate Planning Services team, this Guide explores the issues, possible outcomes and alternatives associated with different beneficiary designations on a life insurance policy. These comments generally apply equally to insurance investment products like segregated fund contracts and guaranteed interest contracts but need to be confirmed.

Tax, Retirement & Estate Planning Services Team

Tax, Retirement & Estate Planning Services Team

Manulife Investment Management

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