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Video Guide: Social Security and Retirement Planning

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...

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...

Variable Annuities – TikTok and Instagram Short Video Tip

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...

Video Marketing – Turnkey Content: Immediate vs Deferred Annuities

by | | Financial Advisors, Video Marketing

Video Marketing – Turnkey Content: 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...

Video Tip: 5 Common Mistakes to Avoid in Retirement

by | | Financial Advisors, Video Marketing

Video Tip: 5 Common Mistakes to Avoid in Retirement You’ve been saving for your retirement for decades. Don’t undermine your own plans by making these 5 common mistakes when you retire.  First, don’t retire too soon. Lifespans are increasing and many retirees...
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