Video Marketing – Inherited IRA

Watch the video on our YouTube Channel Video Transcript: 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...

Medicare Basics – Part B

Hyperlink to video on YouTube Channel To get the most out of your Medicare coverage, it’s important to understand what the different parts of the Medicare program provide and what the cost is to you. The Medicare program consists of four parts: Part A – Hospital...

Why You Need Travel Insurance – Video

YouTube Video:   International travel can be an exciting, memorable introduction to new cultures and foods. But what if you have a medical emergency during your trip?   Original Medicare or Medicare Supplemental Insurance will cover little of the costs – if...

Credit Report – How to Manage

Educational Whiteboard Video: You may be thinking about making a big purchase in the next few years, like a house or a car. If you’ll need a loan, know that prospective lenders will be checking your credit score. A good score tells lenders and others, like insurance...

Loan Officer Marketing Video

Whiteboard Video on YouTube: Transcript: Whether to own or rent is a difficult decision, especially during these challenging financial times. Speaking with a real estate professional can help you to make an informed decision about what’s right for you. Here are some...

Why You Should Get a Loan Officer

Educational Video on YouTube: Video Transcript: Deciding whether to refinance or buy has become a difficult choice, because there are so many available loan options. A licensed loan officer can help you make an informed choice and find a loan program that precisely...