Consumer Account Ownerships: Adding Authorized Signers or Power of Attorneys - E3
Course Description
This course provides a comprehensive understanding of account ownership and its critical role in financial management. The course explores the significance of account ownership, how it affects estate planning and probate, and the differences between individual and joint account ownership. Additionally, the course will cover the process and considerations for adding non-owners, such as authorized signers, to consumer accounts. Finally, employees will gain insight into the purpose and benefits of a Power of Attorney, equipping them with the knowledge to guide customers effectively.
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