Which requirements must simon meet to complete the change

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Reference no: EM133924831

Problem

Life insurance agent Simon meets with Catherine, a long-standing client. She wants to change the beneficiary on the $100,000 annuity contract she purchased from him. Get the instant assignment help. Simon prepares and has Catherine sign the proper form for this. Which requirements must Simon meet to complete the change of beneficiary?

Reference no: EM133924831

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