Learn The Basics: Fixed Index Annuities 101
This video explains how a fixed index annuity:
- Provides income you cannot outlive.
- Protects your principal from loss.
- Provides a reasonable rate-of-return.
- Participates in market gains, but NOT market losses.
MYGA... The Cd Alternative
Learn why a MYGA (Multi Year Guaranteed Annuity) may be a better option for your money.
Watch this video to learn about:
- How MYGAs and Certificates of Deposits (CDs) differ.
- Why MYGAs typically have double the interest rates of CDs.
- The tax benefits of MYGAs vs CDs.
- Why MYGAs are considered to be a Safe Money Places financial product.
Learn How to Develop Your Very Own Personal Pension Plan
Watch our video to learn about:
- Why your retirement needs may have changed over the years.
- What the “Three-Legged Financial Stool” concept is and how it works.
- How to determine your current and/or future retirement income needs.
- The difference between essential and discretionary income.
- How to create your own Personal Pension Plan for retirement.
Learn How Wealth Transfer Works And Protects Your Heirs From The Dreaded Tax Time-Bomb
Watch our video to learn about:
- Transferring wealth at the lowest possible rate-of-taxation.
- Which wealth transfer products are available to you.
- The “tax time-bomb” and how it affects your heirs’ taxes.
- How to use your life insurance’s accelerated death benefit to help cover the costs associated with a chronic illness.
- Why Single Premium Life instantly increases the size of your estate.
