Educational Videos
How to Create your own Personal Pension Plan
Most retirees are not prepared for the loss of income they will face during retirement. Social security, pensions (if any) and 401(k)s will most likely not be enough to sustain the lifestyle you have become accustomed to. Click on the video below to learn how developing your own personal pension plan will help you overcome these challenges.
The Basics of Fixed Index Annuities
Click the video below to learn how Fixed Index Annuities work and provide the following benefits: safety, a reasonable rate of return, accumulation, and an income you cannot outlive regardless of age.
The CD Alternative
Are you frustrated with the dismal rate of returns on your Bank CD's? Click on the video below to learn about a CD Alternative that may be a good fit for your retirement portfolio.
Wealth Transfer using Single Premium Life Insurance
Click on the video below to learn how Single Premium Life Insurance can be a great tool for transferring wealth.
How an IUL can be a great alternative to a 401k for your Retirement
Learn how Indexed Universal Life Insurance can capture market growth while providing protection from market losses. Life Insurance has changed drastically in the last 25 years and this unique wealth-accumulation vehicle provides policy-holders with the potential to enjoy a happy, healthy, tax-free retirement thanks to IRS tax code 7702.
