The Importance of Reviewing Beneficiary Designations

VIDEO

401(k) Education
September 26, 2022

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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