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What Can Indexed Annuities Do For You?

Video Transcript A fixed index annuity is a contract between you and an insurance company that may help you reach your long-term financial goals. In exchange for your premium payment, the insurance company provides you with income, either starting immediately or at...

What are Life Settlements?

Video Transcript: Sometimes we are asked, “What are ‘Life Settlements,’ and are they something I should consider adding to my investment portfolio? A Life Settlement is the sale – by the owner – of an unwanted or unneeded Life Insurance policy to a third...

How Are Your Social Security Benefits Calculated

Video Transcript: We all think we know the basics about Social Security, but do we really know how different the benefits can be? The standard retirement age is between 65 and 67, depending on your birthday. Your monthly income, also called your PIA, is determined by...

Is Estate Planning Only For The Rich?

Video Transcript: You’ve worked so hard to build your net worth, but it could fall into a sinkhole if you don’t do estate planning. Estate planning isn’t just for the rich, it is a necessity for everyone, and estate plan will allow you to pass along what you own to...