Watch Our Retirement Educational Videos

Learn The Basics: Fixed Index Annuities 101


Learn About:
Benefit from market gains without any of the market risk
How fixed annuities work, such as how they earn interest
Provide income you cannot outlive
Protect your principal from loss
Provide a reasonable rate of return

The CD Alternative ... learn why MYGAs may be a better option for your money


Learn About:
How MYGAs and Certificates of Deposits (CDs) work
Why MYGAs typically have double the interest rates of CDs
The tax benefits of MYGAs vs CDs
Why MYGAs are considered to be a Safe Money Places financial product

The Personal Pension Plan


Learn About:
Why your retirement needs may have changed over the years
What the "3-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 how Wealth Transfer works and protects your heirs from the tax time bomb


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 the accelerated death benefits to help cover the costs associated with chronic illness
Why single premium life instantly increases the size of your estate

Joint First To Die Life Insurance


Learn About:
Why most couples need more life insurance coverage
The importance of protecting the surviving spouse
Why Joint First To Die Life Insurance is typically less expensive than purchasing 2 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