Educational Videos
Comprehensive Videos for Informed Decision-Making
Empower, Educate, Preserve: Financial Wisdom at Your Fingertips
Access a growing library of expertly crafted financial guidebooklets covering retirement, tax strategies, estate planning, and more. Designed to inform and inspire, these resources help you make confident decisions and build a lasting legacy — one guide at a time.
Using Life Insurance for Smart Tax Planning
When most people think about life insurance, they think of protection — a benefit left behind for loved ones. But life insurance can also offer powerful tax advantages that help you during your lifetime, especially when planning for retirement or passing on wealth. In...
What Does Retirement Really Cost?
Retirement planning isn’t just about saving a certain amount—it’s about building a reliable income, managing risks, and making your money last. In this short video, we explore what today’s retirees need to prepare for, from healthcare costs to inflation and living...
The Three Penny Annuity Story
Retirement planning isn’t just about saving a certain amount—it’s about building a reliable income, managing risks, and making your money last. In this short video, we explore what today’s retirees need to prepare for, from healthcare costs to inflation and living...
The Importance of Retirement Planning
Retirement may seem far away—or just around the corner—but no matter where you are on your financial journey, having a plan makes all the difference. This short video explains why preparing for retirement now can help you handle challenges like rising costs, living...
What is a Market Downturn and How Should Investors Think About It?
It’s easy to feel concerned when you hear headlines about the market being down—especially if you’re retired or planning to retire soon. But short-term downturns don’t always spell long-term trouble. In this quick video, you’ll learn what a market downturn really...
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