These engaging, short animations focus on a variety of financial topics and illustrate key financial concepts and current events.
Do You Know Who Your Beneficiaries Are?
Beneficiary designations control who inherits many of your most valuable assets, and they override your will. This short animation explains why the designations on your retirement accounts and insurance policies deserve a regular review.
Read the companion article |
Open the video transcript (PDF)
Note: the animated video itself was streamed by the advisory platform that formerly hosted this site and can no longer be played. The transcript recovered from the archive is linked above.