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
 
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