On this episode of Financial Jargon, David and Ryan dig into why beneficiary designations are an important piece of your financial life, missteps that can be made, and when you should review your designations.

Beneficiary Designations

Welcome to Financial Jargon, where we aim to break down the wall between you and your financial advisor. Too many advisors speak over their clients' heads by using intelligent-sounding jargon that doesn't truly help. It's time for real conversions that lead to real change. We're here to simplify the financial world and help you become a smarter investor.

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Beneficiary Designations

Beneficiary Designations