VIDEO
The Importance of Reviewing Beneficiary Designations
In this month’s educational video, we discuss the importance of regularly reviewing the beneficiaries for your accounts. Join Cristina Perez, a Bayntree Financial Advisor, as she goes over:
- Who - or What - Is a Beneficiary
- Primary Vs. Secondary
- Why are they so important
- When to Review
- Why Regular Maintenance is Important
Investment advice is offered through Bayntree Wealth Advisors, LLC, an SEC-registered investment adviser. Insurance and annuity products are offered separately through Bayntree Planning Group, LLC. Bayntree does not provide, and no statement contained herein shall constitute, tax or legal advice. You should consult a tax or legal professional on any such matters. Opinions expressed herein are solely those of Bayntree Wealth Advisors. All content is for informational purposes only and is not intended to provide the basis for any financial decisions.
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