Educational Videos
Comprehensive Videos for Informed Decision-Making
Watch and Learn: Bite-Sized Financial Education
Access a dynamic collection of short, client-friendly videos covering key financial topics—from retirement basics to investment discipline. Perfect for sharing in emails, meetings, or on your website to boost engagement and understanding.
Using Life Insurance for Smart Tax Planning
When most people think about life insurance, they think of protection — a benefit left behind for loved ones. But life insurance can also offer powerful tax advantages that help you during your lifetime, especially when planning for retirement or passing on wealth. In...
What is a Market Downturn and How Should Investors Think About It?
It’s easy to feel concerned when you hear headlines about the market being down—especially if you’re retired or planning to retire soon. But short-term downturns don’t always spell long-term trouble. In this quick video, you’ll learn what a market downturn really...
The Three Penny Annuity Story
Planning for retirement in today’s economy can feel uncertain. That’s why it helps to learn about strategies that offer stability without giving up growth potential. In this short video, we’ll walk through a story we call the “Three Penny Strategy” — a simple way to...
The Importance of Retirement Planning
Retirement may seem far away—or just around the corner—but no matter where you are on your financial journey, having a plan makes all the difference. This short video explains why preparing for retirement now can help you handle challenges like rising costs, living...
What Does Retirement Really Cost?
Retirement planning isn’t just about saving a certain amount—it’s about building a reliable income, managing risks, and making your money last. In this short video, we explore what today’s retirees need to prepare for, from healthcare costs to inflation and living...