LEARN HOW TO DEVELOP YOUR VERY OWN PERSONAL PENSION PLAN

Watch our video to learn about:
  • Why your retirement needs may have changed over the years. 
  • What the "Three-Legged Financial Stool" concept is and how it works. 
  • How to determine your current and/or future retirement income needs. 
  • The difference between essential and discretionary income. 
  • How to create your own Personal Pension Plan for retirement.

LEARN THE BASICS: FIXED INDEX ANNUITIES 101

This video explains how a fixed index annuity: 
  • Provides income you cannot outlive.
  • Protects your principal from loss.
  • Provides a reasonable rate-of-return.
  • Participates in market gains, but NOT market losses​.

LEARN HOW WEALTH TRANSFER WORKS AND PROTECTS YOUR HEIRS FROM THE Dreaded TAX TIME-BOMB

Watch our video to learn about:
  • Transferring wealth at the lowest possible rate-of-taxation.
  • Which wealth transfer products are available to you.
  • The "tax time-bomb" and how it affects your heirs' taxes.
  • How to use your life insurance's accelerated death benefit to help cover the costs associated with a chronic illness.
  • Why Single Premium Life instantly increases the size of your estate.

SAVE MONEY AND GET MORE PROTECTION WITH JOINT-FIRST-TO-DIE LIFE INSURANCE

Watch our video to learn about:
  • ​Why most couples need more life insurance coverage.
  • The importance of protecting your surviving spouse.
  • Why Joint-First-To-Die Life Insurance is typically less expensive than purchasing two separate separate life insurance policies.
  • How it works and the benefits Joint-Life provides.
  • Why this policy works for most married couples at any stage of their lives.