Naming a Life Insurance Beneficiary: What Families Get Wrong
Beneficiary designations for life insurance are separate from will designations. Updating your life insurance beneficiary can be essential to your legacy.
September 25, 2026
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Hi, I’m Rafe Klein.
Let's talk about your financial future.
Rafe Klein
Senior Vice President
I can help you with:
- Distribution & Income-Oriented Strategies
- Retirement Planning
- Annuity and Life Insurance Reviews
- 401(k) Rollovers and IRAs
- Tax-Efficient Strategies
- College Savings Plans
- Personalized Service and Complimentary Consultations
Recent Articles
6 Steps Before the Medicare Enrollment Window Opens
The decisions you make before Medicare begins can affect your healthcare coverage and retirement income. Learn what to do before the enrollment window.
September 21, 2026
Missed 401(k) Day? Don’t Worry, that’s Kind of the Point
401(k) day happened in early September. However, there are still ways consider the 2026 theme, "Never Too Little, Never Too Late," year-round.
September 19, 2026
Behind the AI Boom: A Look at Data Center Investment
In a race for competitive advantage, hyperscalers and other companies aiming to profit from the AI boom are investing in data centers at a furious pace.
September 17, 2026
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