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

Watch this video to 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

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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 "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

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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​

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​Learn How Wealth Transfer Works And Protects Your Heirs From The 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 the accelerated death benefits to help cover the costs associated with chronic illness
• Why single premium life instantly increases the size of your estate

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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 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

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Christy's story about critical illness insurance

Christy faced cancer but avoided the financial devastation survivors may experience because she received critical illness insurance benefits.