HELPING EDUCATE families & individuals so they can make better decisions on how best to PROTECT their...
RETIREMENT - FAMILY - ASSETS - CHOICES - LIFESTYLE - BUSINESS
The Conversation & Resources are always free.
Sunny Skies Ahead
Retirement Distribution & Preservation Planning
Educational Short Videos
Are you Ready for a Risk Reset? risks - impacts - solutions
from Global Atlantic
Creating Guaranteed Retirement Income Using Fewer Assets
Better Bond Options
How much Income can my Savings generate - from Nationwide
Preventing the IRS from derailing the money you wanted to leave behind - from Global Atlantic
Understanding Lifetime Income Benefit Riders - from American Equity
Retirement Income Planning Videos
Informational videos on tips - topics - strategies
Social Security, Medicare & Retirement Income Workshop
This high-demand free workshop will arm you with working knowledge & resources about Social Security Income, taxes, options, spousal - survivor benefits, Medicare Benefits… and so much more?
Oct 15 ~ Oct 20 ~ Oct 29
Retirement Review Forms
Providing accurate information & reviews so you can make educated retirement decisions.
Why Income Planning FAILS... …And What To Do About It NOW!!!
Learn, Strategize and Discover how to overcome the challenges affecting happy & secure retirements. This includes several key reports to help you get the most out of the program’s information. This is a 2 Part Recorded Webinar that you can watch at your convenience. Use the request form to receive the video access links.
Retirement Income Personalized Report
Request your Retirement Income report. Learn your strategies based on the accounts you have now, decisions made, etc. This is a Free Personalized Report and Review on how best to create guaranteed lifetime income.
Social Security Timing Report
Request your Social Security Max Income report on your options and strategies; single - married - divorced - widowed.
Guaranteed Income Planning Tool
provided by Nationwide
MYGAs - a better Bank CD
Same SAFETY with better GROWTH & FLEXIBILITY
A Better Bond Option
true asset diversification that actually provides safety and growth
Medicare
Medicare & You
2020 updates
Changes & new rules for 2020. Your Medicare account, setting up & understanding your options. This is an on-demand 30 Minute recorded Webinar. Use the request to get recorded webinar links.
Your Medicare Review
Whether currently in Medicare or new to Medicare this personalized review will look at all your available options; Medicare Advantage, Medicare Supplement & Prescription Drug Plans. The review will provide side by side comparisons of costs & benefits and provide answers to your questions / concerns. It will help give you the information needed so you can make the best decision for your needs. Complete the Medicare Questionnaire so an accurate review can be completed for you.
Creating Your “MY Medicare Account”
and How To Complete a Prescription Drug Plan review
This informational video will walk you through how to create your "My-Medicare Account" and provide insights into completing your Prescription Drug Plan review. We also include Tips, Reminders & Reg Flags to watch out for.
Long-Term Care
Cost of Needing Long-Term Care
The cost of care varies based on care setting, geographic location of care and level of care required, among other things. Using Genworth’s Cost of Care Survey tool below, you and your family can calculate the cost of long term care across the U.S. Knowing the cost is a first step to helping you plan for it.
Long Term Care Options review
Whether you’ve looked at options previously or just starting out, this review will provide an update of all current options, industry changes & costs. Use this form to request an informational review of your options; benefits, costs, home care, single premium vs. lifetime premium, etc.
Long-Term Care Conversation Starter for MOM & DAD
see the conversation starter
Dental - Vision - Hearing
2 Types
Coverage Options typically come under 2 types; Savings & Reimbursement plans. Each type functions differently; costs, who you can see, benefits, waiting periods, etc.
Savings Plan Options
Travel - International
Most Health & Life policies have limits or exclusions to coverage when out of the country. The good news is there are simple and affordable ways to ensure proper coverage.
Educational Programs
Educational Opportunity
that Saves You Money
Did You Know You May End UP Paying Thousands More For Medicare Coverage?
Did You Know You May Be Able To Waive These Additional Costs?
FREE 30 Minute WEBINAR
Medicare Premiums: Rules For Higher-Income Beneficiaries.
"IRMAA" - the Medicare Tax Cliff
You'll Learn... What it is - How it works - What it can cost you - How to avoid it.
You should attend if any of these apply to you...
You are Planning for Retirement
Currently In or Going Onto Medicare
Your Income was $87,000+ when working or in retirement
Educational Opportunity that
Protects You, Loved-Ones, & Your Money
Did You Know Most are Exposed To This Biggest Financial Risk?
Did You Know Eliminating This Risk Is Simple & Could Cost You Nothing While Protecting Everything?
FREE 30 Minute WEBINAR | Long Term Care UPDATE 2020
70% will need extended healthcare
You'll Learn... Today's Changes & Options - Costs - Tax Leverage - Laws & Regulations - and More...
You should attend if...
You Won't Qualify For Medicaid
You Don't Want To Qualify For Medicaid
You Don't Want Your Loved-Ones Being Caregivers
You Need To Learn About What Has Changed In 2020
Educational Opportunity
that Earns You More Money
Did You Know There are Better than Bank CD options?
Did You Know It Provides All the Benefits of a Bank CD but Much More, especially Higher Guaranteed Interest Rates? “3%+”!
FREE 30 Minute WEBINAR
A Strong Alternative to Today’s Low CD Interest Rate Environment.
Insured Savings Plans | MYGAs
Your’ll Learn… True Compound Interest - Safety - Tax Deferral - Access & Flexible - and More…
You should attend if…
You have / or have owned Bank CDs
Preservation & Growth are important
Looking for a Bond Alternative for your portfolio
Want Guaranteed Growth options that beats inflation
Educational Opportunity that
Puts Financial Certainty in these Uncertain Times.
What are your Retirement Savings Really Dependent On?
Strength of foreign currencies?
Political climate & elections? Environmental disasters? Another Pandemic?
The reality is, none of us know for sure. Not even your financial adviser or so-called experts.
Maybe It's Time to Put Some FINANCIAL CERTAINTY In These Uncertain Times.
FREE 30 Minute WEBINAR
5 Steps to Retirement Income Peace Of Mind
You'll Learn... How to achieve Peace of Mind in Retirement - Easy Steps to follow - How To Use The Least Amount Of Assets To Meet Your Income Needs - Meeting Longevity needs - and Much More...
You should attend if...
You don't want to have to work in retirement
You're concerned about the amount of risk your retirement savings are exposed to
You are worried about outliving your nest egg
You hope you'll have something left to leave to loved-ones
You have no idea what your withdrawal strategy
is.