Inherited IRA – What You Can Do: A Video Tip

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...

Medicare Part D – Short Content Video

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...

Short Video: What Type of Life Insurance Should You Buy?

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...

HSA – Health Savings Account – Video Guide

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...

Medicare Annual Medicare Enrollment Period – Video for Social Media posts

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...