Designating NAIC/BetterInvesting as a beneficiary of a retirement plan, life insurance policy or an investment account is just a form away. Simply request a beneficiary designation form from your plan custodian, insurance agent or bank branch to name NAIC/BetterInvesting as a beneficiary. It’s one of the easiest ways to plan a gift, and it avoids or reduces both estate and income taxes for other beneficiaries. You remain in control of your assets during your lifetime and can revise your beneficiary designation at any time.
If NAIC/BetterInvesting is fortunate enough for your consideration of a planned gift, please kindly inform us of this direction.