by | | Financial Advisors, Video Marketing
Retirement Whiteboard Videos – Your Guide! A retirement income plan is needed because life changes in retirement. Your retirement plan should account for every year in retirement, even past your life expectancy. For each year, make a list for you and your...
by | | Financial Advisors, Video Marketing
A Complete Guide to Annuities – Video Tutorials What are annuities and how do they work? Annuities are both a savings and an income investment that pays out over a period of time. It’s actually a stream of income that may be designed so that you can’t...
by | | Financial Advisors, Life Insurance, Video Marketing
Video for YouTube, Instagram, TikTok: The Affordable Care Act Transcript: The Affordable Care Act or “ACA” has given millions more previously uninsured Americans access to health insurance coverage. If you’re not sure exactly what the ACA covers or are having trouble...
by | | Medicare, Video Marketing
How Do I Choose Medicare Insurance Coverage When I Retire? Many people are uncertain about their choices when it comes to enrolling in Medicare insurance. There are 2 main ways to get your coverage – you can choose the traditional fee-for-service Medicare...
by | | Uncategorized
Essential Retirement Video Tutorials – YouTube Playlist A retirement income plan is needed because life changes in retirement. Your retirement plan should account for every year in retirement, even past your life expectancy. For each year, make a list for you...
by | | Life Insurance, Video Marketing
Short Video for Facebook, Instagram and TikTok: Term vs Permanent Life Insurance Choosing the right type of life insurance policy is an important part of good financial planning. To make an informed choice, you need to understand what Term and Permanent policies have...
by | | Financial Advisors, Video Marketing
Video content for Financial Advisors: Are You Financially Prepared for Emergencies? You can’t control if or when disaster will strike, but you can minimize the damage and economic impact with some basic planning. For example, create a family disaster plan and...
by | | Financial Advisors, Video Marketing
Video Tip: Is a Little Debt a Good Thing? Video Script: Under the right circumstances, taking on debt can positively affect your finances. The secret is in knowing the difference between good debt and bad debt. Good debt is debt used to finance something that will...
by | | Life Insurance, Video Marketing
A Video Guide to How Insurance Works Video Transcript: When you buy certain insurance or annuity products, you’ll notice a Mortality and Risk Expense Charge. This charge is to compensate the insurance company for various risks it assumes under the contract....
by | | Reverse Mortgage, Video Marketing
Video for Social Media: Why Talk to a Reverse Mortgage Specialist You’re retired – or soon will be – and you’re in the process of planning for the days after you stop working. You’re checking with your financial advisor regularly to make sure your IRA or...
by | | Financial Advisors, Video Marketing
Retirement Video Guide – Income Plan A retirement income plan is needed because life changes in retirement. Your retirement plan should account for every year in retirement, even past your life expectancy. For each year, make a list for you and your spouse...
by | | Financial Advisors, Video Marketing
Video Guide: Understanding Your Credit Score A credit score is a 3-digit number based on several factors from your financial activity. It’s used to determine your creditworthiness for things like a mortgage, auto loan, or credit card. FICO creates what’s known as a...
by | | Financial Advisors, Video Marketing
Retirement Income Video: Immediate vs Deferred Annuities Video Script: Some annuities allow you to control the timeframe of when you begin receiving payments. This can be particularly helpful for financial planning or if your life or work circumstances change. With...
by | | Financial Advisors, Video Marketing
Video Guide for Advisors: Marketing Video: Fixed Annuities vs CD’s Given today’s market volatility, many investors are searching for a consistent, low-risk way to grow their savings. CDs are often the first choice, especially when banks are offering an attractive,...
by | | Financial Advisors, Video Marketing
Share This Video with your Audience: What Can Indexed Annuities Do For You? A fixed index annuity is a contract between you and an insurance company that may help you reach your long-term financial goals. In exchange for your premium payment, the insurance company...
by | | Financial Advisors, Video Marketing
Videos for Your Clients: Group Annuities The competition for talented employees has become intense in recent years. Some companies are turning to offering group annuities as part of their retirement benefit packages to retain current employees and recruit new...
by | | Medicare, Video Marketing
Video Content for Social Media: Medicare 101 Seminar: Get All Your Medicare Questions Answered Navigating the Medicare process on your own can be confusing and frustrating. But there is a less stressful way to be sure you’re getting the Medicare coverage you...
by | | Financial Advisors, Video Marketing
Video Tips: Turning 65 Important Decisions for Retirement If you’re turning 65, you’re facing some important decisions that can affect your life in retirement for years to come. The first crucial decision is finding the right Medicare coverage. With Medicare...
by | | Life Insurance, Video Marketing
Do I Need Life Insurance, and if So, How Much? Most people start to think about life insurance after they’ve married and had children. That’s because the main goal of buying life insurance is usually to replace income if the buyer’s earning power is taken away by...
by | | Financial Advisors, Video Marketing
Video: How Can Social Security and Retirement Planning Work Together for Your Benefit? Many people believe Social Security will pay for their retirement, but Social Security was designed to be just a complement to a pension and investments. So, don’t rely only on...
by | | Financial Advisors, Video Marketing
Inherited IRA – What You Can Do: A Video Tip If you’ve become the beneficiary of an IRA or other retirement account, it’s important to know your options. You can take the money out in one lump sum. This requires opening an account called an Inherited IRA in...
by | | Video Marketing
Video: How Life Insurance Can Generate Retirement Income Many people don’t know that a whole life insurance policy can be a source of income for retirement. With a whole life policy, your premiums don’t change, and coverage lasts for the rest of your life. Whole life...
by | | Medicare, Video Marketing
Medicare Basics – Part D: To get the most out of your Medicare coverage, it’s important to understand what the different parts of the Medicare program provide and what the cost is to you. The Medicare program consists of four parts: Part A – Hospital...
by | | Video Marketing
Short Video: What Type of Life Insurance Should You Buy? A life insurance policy protects your loved ones against the loss of your income after your death and helps to preserve their standard of living. You’ll name a beneficiary to receive the proceeds, and in...
by | | Video Marketing
Tip on Variable Life Insurance: Are you looking for an insurance policy that allows you to take advantage of market opportunities when they occur? A Variable Life Insurance policy is designed for investors willing to assume a greater degree of risk in the hope of...
by | | Video Marketing
Video Tip on HSAs – What is a Health Savings Account? A Health Savings Account is a personal savings account you can set up to help lower your overall medical costs. An HSA account allows you to set aside pre-tax dollars for covered medical expenses like...
by | | Uncategorized
Medicare Annual Medicare Enrollment Period – Video When is the Medicare Annual Enrollment Period… and why is it important to you? The Medicare Annual Enrollment period runs from October 15th through December 7th each year. The Annual Enrollment Period is only...
by | | Financial Advisors, Video Marketing
Video Tip: Variable Annuities Do you want the consistent income of an annuity, but you’d like the option to decide how your funds are invested? You should consider a variable annuity. With a variable annuity, your funds are allocated to an investment portfolio. But...
by | | Reverse Mortgage, Video Marketing
TVS 132 – Reverse Mortgages and Long-Term Care Video Transcript: The rising cost of health care is a major concern for many seniors. That’s because out-of-pocket costs of healthcare for a couple in retirement are expected to keep increasing for the foreseeable...
