Answer:
Contact the customer immediately to let them know that this account will need to be closed and a new one opened (or at the very least, the POD designations will need to change). Act quickly. The customer believes that if he dies his money will go as the contract says and the law says otherwise. You have a big clean-up to do.
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Learn more about Mary Beth Guard’s webinar
Offloading Undesirable Customers
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