What You'll Learn
Who Should Attend
This interactive session is ideal for CSRs, tellers, operations department reps, call center employees, and anyone who determines who the beneficiaries are for payout options.

Beneficiary options have had significant changes in the last four years – more so than they’ve had in over 20 years. There are many questions that must be asked and answered before you can explain the options available. In this interactive workshop, you will learn the most important questions to be asked to solve the more complicated scenarios.
This interactive session is ideal for CSRs, tellers, operations department reps, call center employees, and anyone who determines who the beneficiaries are for payout options.