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...

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...

HECM for Purchase – Video Guide

by | | Financial Advisors, Video Marketing

HECM for Purchase – Video Guide  Are you a senior homeowner that feels your home no longer fits your needs? You don’t need the additional family space anymore, and maintaining a large home is expensive and can be a drain on your time and resources. It might be...

Medicare Open Enrollment – Video Guide

by | | Medicare, Video Marketing

Medicare Open Enrollment – Video Guide  What is the Medicare Insurance Open Enrollment Period… and what coverage changes can you make? If by Open Enrollment you mean the Medicare Insurance Annual Enrollment Period, from October 15th through December 7th each...