Understand Your Options
Click on the video thumbnails below for informational content to aid
you in making decisions about insurance and retirement planning:
If you want tax free income at retirement without the risk of losing any of your money in the stock market, watch this short video to learn how sections 101 and 7702 of the tax code enable you to save, grow, and protect your money for a tax free retirement.
Even if we have a will at the time of our passing, all of our assets and liabilities will need to be settled in probate court before they can be distributed to our families. Watch this short video to learn how your estate can easily avoid the delay and cost of probate for your family.
Did you know that you can now access up to $250,000 of your life insurance coverage tax free - without dying? Watch this short video to learn how life insurance companies now allow you to take a portion of your death benefit if you experience a critical illness like cancer, heart attack, or stroke.
If you are saving money for retirement, and you are at all concerned about the safety of your money, watch this video to learn how you can be guaranteed to save, grow, and protect your money against investment losses, economic downturns, and excessive management fees.
If you are retired or approaching retirement, and you want a guaranteed monthly income you can never outlive, watch this video to learn how you can convert any amount of retirement savings into a guaranteed pay check for the rest of your life.
If you are beginning to prepare for retirement, and want to be sure that you get the most out of your Social Security benefits, watch this video to learn what your options are, as well as when and how to begin taking income for maximum benefit.
If you are saving and investing money for retirement, and you are at all concerned with market risk and the safety of your money, watch this short video to learn about and understand the retirement contracts that guarantee lifetime income without investment risk.
If you are concerned about the possibility of needing home nursing or assisted living care at sometime in the future, and having enough money to pay for it - watch this video to learn how you can protect your retirement income and be sure that you don't run out of money or become a burden on your children.
Safe Money Contracts
If you want to be prepared for the possibility that in your later years you might need home nursing care or assistance with daily living activities due to physical or cognitive impairment, watch this short video to learn how you can double or triple your current financial reserves - tax free.
If you are currently saving money for retirement in any tax deferred account like an IRA, 401k or 403b, and you'd like a way to convert tax deferred into tax exempt, watch this short video on a retirement savings account with tax exempt growth and tax exempt income.
The Legal Reserve System
This video explains why insurance companies are a Good Bet when it comes to your hard earn dollars. You can be, rest assured that the strength of the insurance company can cover all the liabilities better than a Bank can. Watch this video to find out why Banks are not as Safe as a Legal Reserve Insurance Company.
Retain Your Gains
This video shares the concept of how a Fixed Index Annuity works. For more information please contact the phone number at the end of this video.
The Retirement Cliff
A lot of late baby boomers are having to make decisions on their retirement and are facing a cliff. With social security benefits at the doorstep or around the corner, along with other investments and retirement plans, planning properly will be crucial. Having a properly structure plan to cross the retirement cliff can be everything to the baby boomer.
Watch this video if you would like to learn how to use an existing annuity to pay for long-term care.
Watch this video to learn about riders on term life policies that allow you to accelerate your death benefit to pay for long-term care.
Watch this video if you have existing assets you would like to reposition to pay for Long Term Care expenses and receive a benefit if you never need care.
Watch this video if you do not wish to purchase life insurance or have difficulty qualifying for life insurance based plans.
Watch this video if you would like to learn how to use an IRA to pay for Long Term Care for you and your spouse in the most tax efficient cost effective way.
A True Look of an Impact of an LTC Event.
Paycheck for Life
This video is about income, income that you can not outlive. Income today is crucial in everyone's life. Income creates a lifestyle, and nobody wants to go backward. Think of it this way, with all of the investment plans that are out there today, how many of those plans can really guarantee you that no matter what goes on with this economy, your income will not be affected. This video talks about an income plan, an income stream you can count on, a paycheck for life. For more information please contact the phone number at the end of this video.