Hear testimonial from our client, Dan Williams!

Video from YouTube:  This Testimonial reveals how Dan has used his whiteboard videos to spur discussions and expand his reach! Whiteboard Videos for Reverse Mortgage, Financial Advisors, Loan Officers, and Medicare Insurance. ******* To find out more about how to use...

Diversification – Protect your Portfolio

Watch video on YouTube: Just like the old warning against putting all of your eggs in one basket, if you put all your money in one company stock and it dropped like a rock, you’d lose everything. Diversification can help protect your portfolio from that scenario....

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...