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Did you know you can check and update your beneficiaries online via Account View?

We recommend you check your beneficiaries at least once per year to ensure they are set up the way you want. Additionally, we highly recommend adding a contingent beneficiary, especially if you’re married, to ensure you’re covered if something happens to both of you at the same time.

Please see the attached screenshots for a step-by-step guide

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Richard and Victory Grund

“This statement is a testimonial by a client of the Solis Wealth Management as of 05/23/2023. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial.”

– Tracking #556941

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Matt Johnson

“This statement is a testimonial by a client of the Solis Wealth Management as of 05/23/2023. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial.”
– Tracking #451730-2

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David and Colette Renker

“This statement is a testimonial by a client of the Solis Wealth Management as of 11/13/2023. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial.”

– Tracking #515842

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Don DeLair, Headmaster at King’s School of the Desert

This statement is a testimonial by a client of Solis Wealth Management as of 05/08/2023. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial.
– Tracking #436116-2

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Judy Sanders

“This statement is a testimonial by a client of the Solis Wealth Management as of 07/14/2023. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial.”
– Tracking #457029-1