How Money Savvy are You? – For Women

Watch video on YouTube: You don’t have to be a math whiz or know how to pick stocks to become savvy about money. Being savvy about money is more about being engaged, understanding what you want and having a plan designed for your life. And it all starts with your...

Reverse Mortgage Marketing – Video Content

Watch video on YouTube Playlist: Reverse Mortgages and Long-Term Care: The rising cost of health care is a major concern for many seniors. That’s because out-of-pocket costs of healthcare for a couple in retirement are expected to keep increasing for the foreseeable...

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...