VIDEOS

We understand retirement planning can seem complicated so weโ€™ve compiled the following library of resources to help you better understand and navigate the complexities of putting together a holistic and comprehensive plan. Use the navigation below to find videos specific to your area of interest.

GENERAL

RETIREMENT QUESTIONS

RETIREMENT Risk

401k plan rollover

FIXED INDEXED ANNUITIES

hedging FIA

resetting FIA

Crediting FIA

INCOME & INVESTMENTS

tsp rollover

safe money concepts

pension maximization

Home equity conversion

CD to annuity

college planning

RMD Conversion

Annuity Explanation

reverse mortgages

Understanding Annuities

Income Annuity

GUARANTEED INCOME

indexed annuities

Annuity buckets

longevity annuity

annuity laddering

annuity exchange

split annuities

IRA annuity

Tax Planning & Strategy

retirement tax strategy

Tax Free Retirement

Legacy & Estate Planning

estate planning overview

estate taX

Estate Tax Insurance

Living trusts

planned giving

Medicare Planning

medicare introduction

medicare advantage

medicare supplement

medicare part d

medicare msa

Long Term Care

LTC Overview

LTC Life Insurance

Long Term Care Annuity

Life Insurance & Income

indexed universal life

Insurance Calculator

Term/UL Conversion

whole life plan

MORtgage protection

Social Security Maximization

Social Security Overview