Anonymous
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Enable beneficiaries to an account be added via the existing contacts, pulling in all necessary info
58 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
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An error occurred while saving the comment Anonymous supported this idea ·
Agreed. We get paperwork with the beneficiaries name on it from the insurance companies and doesn't always list the policy owner. It would be nice if they were added to the system as a contact and searchable.