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...

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

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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

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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

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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...