VIDEOS: FINANCIAL PLANNING TIPS FOR RETIREMENT
Learn Why Mygas May Be a Better Option for Your Money than Bank CDS
Watch This Video to Learn About:
- How MYGAs and Certificates of Deposits (CDs) differ.
- 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.
Learn how To Develop Your Very Own Personal Pension Plan
Watch This Video to Learn About:
- Why your retirement needs may have changed over the years.
- What the "Three-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.
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​.
Learn how Wealth Transfer Works and Protects Your Heirs from The Dreaded 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 your life insurance's accelerated death benefit to help cover the costs associated with a chronic illness.
- Why Single Premium Life instantly increases the size of your estate.
Ask Us a Financial Question
Everyone’s financial situation is unique and there is NOT a one-size-fits-all retirement plan. Ask us any question and we'll provide you with an accurate answer.