Videos
One survey found that 50% of current retirees had to retire earlier than they expected.
Source: Employee Benefit Research Institute, 2015
These engaging, short animations focus on a variety of financial topics and illustrate key financial concepts and current events. Choose any of the videos below and then click the start arrow to watch.
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The Retirement Income Factor
How much money will you bring to retirement?
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What Is Investment Risk?
How different types of risks can adversely affect your investments
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Do You Know Who Your Beneficiaries Are?
Valuable assets will convey directly to beneficiaries, regardless of instructions in a will.
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The Value of a Bond
How interest rate changes influence bond prices.
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What Would Happen to Your Estate?
Estate planning documents can help you manage your estate.
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What Is An Annuity?
Immediate or deferred annuity: there's no right answer.
