Suzanne Rodriguez
My feedback
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221 votes
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7 votes
An error occurred while saving the comment Suzanne Rodriguez commented
We have a best practice of adding beneficiaries right to each account and create the PDF report when meeting with a client. Sometimes they have different benes for different accounts, so it might not be the best place on the contact record. The bene reports is really a nice touch. We also put "John's IRA" or "Mary's Bene IRA" in the product field when editing an account so that when we do the bene report, we can see who's account is who's.
That would be a hot mess to have clients put in their own data.