by | | Financial Advisors, Video Marketing
Video: How Can You Take Care of Your Spouse Just in Case Something Should Happen to You? If you’re like most people, most of the time, you focus your financial efforts on maximizing your current income. But it’s also important to plan ahead for the...
by | | Medicare, Video Marketing
Video on YouTube: Should I Work with a Medicare Agent or Broker? Choosing the right Medicare plan is important to maintaining continued good health. A Licensed Agent or a Licensed Broker can help with your search – but they operate differently. An agent can match you...
by | | Reverse Mortgage, Video Marketing
Video: Baby Boomers, Reverse Mortgages and Retirement Cash Flow Unlike previous generations, today’s baby boomers face some unique challenges to funding – and maintaining – their current lifestyle in retirement. They can no longer depend on the steady income...
by | | Medicare, Video Marketing
Turning 65: Important Decisions 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 coverage changing every year,...
by | | Financial Advisors, Video Marketing
Is a Life Settlement Right for You? Do you have a life insurance policy that you no longer need or can’t afford? If so, you may want to consider a “life settlement.” With a life settlement, you sell your life insurance policy for a lump sum, typically more than the...
by | | Medicare, Video Marketing
Video: Medicare Advantage Plans Medicare Advantage plans are an alternative to basic – or so-called Original – Medicare insurance. Sometimes referred to as Medicare insurance Part C or MA Plans, they are offered by Medicare-approved private companies. They...
by | | Financial Advisors, Video Marketing
Video From YouTube: How Life Insurance Can Generate Income in Retirement 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...
by | | Financial Advisors, Video Marketing
3 Stages of Your Financial Life What are the three stages in your financial life? The first stage is preparing for life’s uncertainties. The second stage is managing your net worth, and the third stage is managing retirement and your estate. The base of the pyramid...
by | | Medicare, Video Marketing
YouTube Video: Medicare Basics – Part A To get the most out of your Medicare insurance coverage, it’s important to understand what the different parts of the Medicare program provide and what the cost is to you. You become eligible for Medicare insurance coverage when...
by | | Reverse Mortgage, Video Marketing
Video from YouTube: How Does a Reverse Mortgage Work? A reverse mortgage is a unique way for seniors who are looking to generate additional cash flow – beyond their 401K and Social Security payments – to help fund their retirement. It helps relieve the anxiety...
by | | Financial Advisors, Video Marketing
3 Ways to Boost Your Social Security Benefits Video Transcript: A question we hear often is, “Is it possible to increase my Social Security benefits?” The answer is yes, there are 3 basic ways you can boost your benefits; work more years, earn more in annual income,...
