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...

Health Savings Account – Whiteboard Video

1-Minute Video:  Video Transcript: 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 deductibles, copayments,...

Medicare Marketing Videos

Whiteboard Video on YouTube: Video Transcript: 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 three parts: Part A...