Thank Me Later: Payable On Death / Transfer On Death Action Plan

Do you want to ensure your loved ones can access the money in your bank account after you pass away? 

Get your Thank Me Later: Payable On Death / Transfer On Death Action Plan so you can leave your legacy! 

This easy guide will help you set up beneficiaries on your bank accounts, investment accounts and retirement accounts so your loved ones can access your money when you’re gone.

Without a POD / TOD designation, legally your loved ones will not be able to access your account unless they are a joint owner.

If you take the time to set up your Payable On Death / Transfer On Death beneficiaries, I promise you will thank me later!