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

401(k) Education