Portfolio & Beneficiary Designation Review

Complimentary Portfolio Review

Complimentary Portfolio Review

We will provide you with a detailed analysis of your portfolio after receiving a copy of your most recent monthly or quarterly performance compared to your risk profile.

Beneficiary Designation Per Capita (default Selection)

This will request the owner's assets to be received by a spouse, relative, friend or entity based on the % indicated on the form. If the beneficiary passes, the share goes to the surviving co-beneficiary or the secondary one.  It should be reviewed periodically to ensure the validity of the designation. Please consult an attorney in your state of residence for further details and explanation.

Call (814) 520-5511 for more details or email gilles.r.mulard@lpl.com

Beneficiary Designation Per Stirpes

This will request the owner's assets to be received by a spouse, relative, friend or entity based on the % indicated on the form. If the beneficiary passes, the share goes to the surviving spouse or decedents.  It should be reviewed periodically to ensure the validity of the designation. Please consult an attorney in your state of residence for further details and explanation.

CALL (814) 520-5511 FOR FURTHER DETAILS OR EMAIL GILLES.R.MULARD@LPL.COM