What is a beneficiary?
Quick Answer
A beneficiary is a person (or entity) designated to receive assets from a retirement account, life insurance policy, trust, or will at the owner's death. Beneficiary designations on accounts override your will.
Warren Team
Updated January 8, 2026
33
Warren Team
Updated January 8, 2026
33
Important Disclaimer:
The information provided is for educational purposes only and should not be considered as personalized financial advice. Warren is a registered investment advisor. Past performance does not guarantee future results. Please consult with a qualified financial advisor before making investment decisions.
Get Personalized Advice
Schedule a free 15-minute consultation with our fiduciary advisors
Book Free Consultation