Investor Education

Select a video:

• Life
  • Lifetime Tax Strategy
  • Living Benefits UL
  • Private Equity Banking
  • College Funding
  • Final Expense
  • Mortgage Protection
  • Home Equity Transfer
  • IUL Retirement Plan
  • WL Retirement Plan
  • Pension Maximization
  • Family Term Life
  • Indexed UL
  • Par Whole Life
  • Business Equity Transfer
  • 412e3 Pension
  • Executive Bonus
  • Salary Continuation
  • Key Person
• Annuities
  • Annuity Primer
  • Longevity Annuity
  • CD to Annuity
  • Annuity Buckets
  • Annuity Exchange
  • Social Security
  • IRA Rollover
  • Split Annuity
  • Annuity Laddering
  • Safe Money Contracts
  • Withdrawal Guarantee
  • Immediate Annuity
  • LTC Annuity
  • Indexed Annuity
  • Roth Annuity
  • Found Money
• Health
  • Professional DI
  • ACA Health Plans
  • BOE Disability
  • TeleDoc Consultation
  • Accident Indemnity
  • Dental Coverage
  • Medicare MSA
  • Medicare Part D
  • Medicare Advantage
  • Health Savings Account
  • Medicare Supplement
  • Disability Income
  • Living Benefits
  • Critical Illness
  • Long Term Care
  • Major Medical (HDHP)
• Property/Casualty
  • Identity Theft Protection
  • Legal Service
  • Umbrella Liability
  • Home Owners
  • Auto Coverage
  • Business Disruption
  • General Liability
  • Commercial Property
• Benefits
  • Split Funded Plans (Over 50 ACA Plans)
  • Small Group ACA Plans (Under 50 ACA Plans)
  • Section 125 Payroll Deduction (Provisions)
  • Voluntary Benefits
  • Section 105 HRA
  • Simple 401k
  • HSA with HDHP
  • Group Disability
  • Section 79 Group Life
• Estate
  • Special Needs Trust
  • One Pay Life
  • Reverse Mortgage
  • LTC Life
  • Estate Planning
  • IRA / RMD Conversion
  • Living Trust
  • Buy/Sell Funding
  • Estate Tax Liquidity
  • Insurance Financing
  • Life Settlement