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 paycheck 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 some time 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.
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.
Safe Money Contracts
If you have questions or concerns about the protection of your money in any type of life insurance or an annuity contract, watch this short video to learn how retirement insurance contracts can guarantee the safety and security of your benefits.
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.
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.
If you are saving money for retirement in an IRA, SEP, 401k, 403b, or 457 account, you will eventually have to pay income taxes as you start taking a distribution from your Qualified Retirement Accounts. Tax rates can certainly change as we get older. Watch this short video to learn how you can take taxable distributions and by converting to a Roth, make those distributions Tax Free to you and your family.