Who’s your who?

29 Jun 2023 · 1 min

Watch on YouTube

0:31

In this brief video, Jerry Taylor quickly challenges viewers to answer three questions about the beneficiaries listed on their financial accounts: bank accounts, retirement accounts, and life‑insurance policies. He urges anyone who does not know these beneficiaries to find out immediately, emphasizing the importance of removing ex‑spouses, minors, or deceased individuals from the beneficiary designations because they cannot receive the intended funds. The video concludes with a direct call‑to‑action, asking viewers to click his picture and link to sign up for his newsletter.

Answer these 3 questions as fast as you can. No cheating. Question 1: Name the beneficiaries on your bank accounts. Question 2: Name the beneficiaries on your retirement accounts. Question 3: Name the beneficiaries on your life insurance policies. If you don't know those answers, find out. Make sure your ex-spouse isn't on there. Make sure a minor isn't on there. Minors can't receive money. Make sure someone who's deceased isn't on there. Now click on my picture and my link and sign up for my newsletter.