People Over 55

Please take a few minutes to watch these videos and learn about the valuable advantages they explain. My business is helping people save, grow and protect their money. If you would like to learn more or ask specific questions please let me know by contacting me today.

Taxes, Risk & Fees

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We all want the money we save for retirement to last as long as we do and provide us with as much income as possible without any risk of running out of money. The money we save in a 401K, 503B, IRA or SEP plan is simply not the best way to grow and protect our retirement savings or provide retirement income for the rest of our lives without running the risk of running out of money. Watch this video to learn about a better solution.  

IUL Retirement Plan

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There are three problems with the way we save for retirement in a 401K, 403B, IRA, or SEP: income taxes, investment losses, and management fees. Together they can reduce our retirement income by at least 30 or 40% but they are all avoidable. Watch this video to learn how you can earn Tax Free Retirement Income without those losses. 

Social Security

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The standard retirement age for social security benefits is currently between 65 and 67 depending on our birth date but we can start our retirement benefits as early as age 62 or as late as age 70. The choice of when to start your retirement benefits can be extremely impactful in the long-term benefits you receive. Watch this video to learn more about your options.

Medicare MSA

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We pay for life insurance because we want to protect our family's financial security and to provide them with tax free money to pay off home mortgages, auto loans, credit cards as well as to replace the monthly income they would lose if we are no longer there. Watch this video to learn how Universal Life insurance can help as our needs for life insurance changes throughout our lives.

Annuity Types and Differences

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When we experience a serious injury or illness, one that is potentially life threatening like cancer, heart attack, stroke, and especially if our condition is critical and we are in pain, we will do or agree to whatever it takes to alleviate our pain, and improve our condition even if the cost is not covered by our health insurance. Watch this video to learn how living benefits can assist you at the time you may need them most.

Withdrawal Guarantee

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Life insurance that only pays off when we die is a problem because the threat to our family's financial security is not limited to our death. In fact, due to advances in medical technology, many of us are surviving an injury or disease that in the past would have resulted in our death. Watch this video to learn how your family can have lifetime financial security if you are alive but can no longer support them financially.

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Free 1-Page Retirement Assessment

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Receive a FREE 1-Page Retirement Assessment

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A Must Read for Pre and Post Retirees

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A Must Read for Those Looking to Build and Preserve Their Wealth

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A Must Read for Any Woman Wanting to Take Control of Her Finances