Stonebridge Capital Advisors

Stonebridge Soundbite – Structuring Beneficiaries

Stonebridge Soundbites

Stonebridge Soundbite – Structuring Beneficiaries

For this episode of Stonebridge Soundbites, Chief Operating Officer and Portfolio Manager – Heidi Hukriede, CFA – and Client Relations Specialist – Rachel Nault – address how to best structure beneficiaries across accounts and which distribution strategies to implement.

Topics Discussed in this Recording:

  • What accounts require a beneficiary?
  • Is there a specific time you should review your beneficiaries on accounts?
  • What should be discussed with an account’s beneficiaries and why is it important to keep them informed about account activity?

And more!

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