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?