by | | Financial Advisors, Video Marketing
Video Tip for Retirement: Required Minimum Distributions You might be thinking, “Since I don’t need the required minimum distribution from my retirement accounts in order to live on, can’t I just leave it in my retirement account?” If you do not withdraw the required...
by | | Financial Advisors, Video Marketing
Video from YouTube: Roth IRA: Contribute or Convert Roth IRAs are funded with money that you’ve already paid tax on, and then they grow tax-free. This is different than traditional pre-tax funded retirement accounts. Roth IRAs offer many advantages that other...
by | | Financial Advisors, Video Marketing
Video Tip: Inherited IRAs Whiteboard Videos for Financial Advisors, Loan Officers, and Medicare Insurance. Social Media posts for Facebook, LinkedIn , X, Instagram and more! ******* To find out more about how to use videos like this to attract your ideal client...
by | | Financial Advisors, Video Marketing
Video for YouTube and Vimeo: Group Health Insurance Choosing the right Group Health Insurance Plan can help reduce costs for employers and employees. For employers, providing a Group Health Plan saves money because it spreads risk across a larger group, reduces...
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...
