Income for Life – Annuities

Do you worry about running out of money in retirement? If you do, you’re like most people. What is more important than worrying abut running out of money in retirement is answering this simple question – would you take action if you found out there was a way to make sure you had a continuous […]

Will You Have Enough to Retire?

Will you have enough money to retire? You can find your answer with a simple math problem.   […]

Average vs. Actual Returns

If you’re saving any money in the market, you’re probably familiar with the idea of average returns. That’s what most mutual funds, stock brokers and even the new anchors talk about. If I told you that you could put $10,000 into an opportunity that would earn an average 25% return over a four-year period, would […]

Market Volatility

Ongoing market volatility can dramatically impact your retirement savings. How much of your money do you want for retirement? Some of it? All of it? None of it? Why do some people store money where they only get some of it or none of it?   […]

Why IUL?

With ongoing tax uncertainty and market volatility, people are continually looking for better ways to protect their families and prepare for retirement. Properly funded and structured indexed universal life (IUL) policies can help protect you from future tax increases. Watch the video below to learn more about IUL policies.   […]

Retirement: Are You Ready?

When people hear the word retirement, it can invoke pleasant thoughts for some. But for many, it can be a word that may cause apprehension. This 7-minute video asks the question – are you ready for retirement?   […]

Qualified Plans

Qualified plans are tax deferred savings accounts sanctioned by the Federal Government. This 10-minute video discusses qualified plans such as your 401(k), IRA, SEP and simple retirement accounts.   […]

Your Circle of Wealth

There is one thing we all have in common when it comes to our circle of wealth and that is we want it to grow. This 5-minute video touches on how to win the financial game.   […]


People ultimately make decisions based on what they believe to be true, not necessarily what is true. This 16-minute video will help you separate fact from fiction so you can learn how to pay off your home in the fastest, safest manner possible.   […]

10 Minute Lesson: Life Insurance

Life insurance should be considered a “want” product. You decide what you “want” to happen, then it can be determined how much coverage it will take to provide the protection you “want”. Not familiar with the protection and benefits life insurance has to offer? This 10-minute video lesson breaks it down.   […]