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 | | 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 | | 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,...