Brian Kurtz from AIP Financial was Wendy’s guest this week on the Next Steps 4 Seniors radio program.

He shared with us what to do after the death of a loved one.

Some of the items discussed included IRA beneficiaries and rollovers, life insurance final expense policies, and documents that should be changed within the first two weeks including Social Security benefits.

This is information everyone needs to know to be better prepared for the future.

For more information, call (248) 312-2652

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