This material is for informational or educational purposes only and does not constitute fiduciary investment advice under ERISA, a securities recommendation under all securities laws, or an insurance product recommendation under state laws or regulations. This material does not take into account any specific objectives or circumstances of any particular investor, or suggest any specific course of action. Investment decisions should be made based on the investor’s own objectives and circumstances.
Stay Smart for Generations
Make your wishes clear
Naming your beneficiaries and putting essential documents in place puts you in control and can make a difference for the people and causes you care about. View the video and follow the steps below to get started and find the information you need.
Where do you want your money to go?
You should be the one to decide
Here’s what you can do to be prepared for the unexpected
Who gets what?
What else can I do now?
Get your papers in order
An estate plan isn’t just for the wealthy. Everybody needs one.
Watch the video on what you should know.
Get a comprehensive guideOpens pdf to estate planning.
How do I talk about this?
Talk to your family
Family meetings may help ensure your family’s financial health.
Watch the video about why to start the conversationOpens dialog.
Get helpful tips on what to ask your adult children or what to ask your parentsOpens pdf.
Watch the video to see how other families have done itOpens dialog.
Don’t go it alone
Call for help at no additional cost
We can answer questions and help you make informed choices.
Weekdays, 8 a.m. – 10 p.m. (ET)
Our mission-based approach separates us from the pack
We’re a different kind of financial company, guided by our shared vision to:
No matter where you are in life, we’re here for you. See how we can help when you’re: