All Videos Channels
  1. RMD's Required Minimum Distributions. Tax-deferred accounts move to tax-free. Secure Act Ages Change

    RMD's Required Minimum Distributions. Tax-deferred accounts move to tax-free. Secure Act Ages Change

    42
  2. Getting My "Creating a Sustainable Retirement Income: The Role of Investment Plans" To Work

    Getting My "Creating a Sustainable Retirement Income: The Role of Investment Plans" To Work

    15
  4. Walk-Away Deferred Annuities - Flexibility & availability for end of term fixed annuities clients.

    Walk-Away Deferred Annuities - Flexibility & availability for end of term fixed annuities clients.

    10
    1
    50
  5. Funding An Annuity: Qualified | Non Qualified | IRA Roth | 1035 exchange | Pension | Personal Check

    Funding An Annuity: Qualified | Non Qualified | IRA Roth | 1035 exchange | Pension | Personal Check

    21
  6. Dividend Income Stocks Outperform the S&P 500 long term with greater safety.

    Dividend Income Stocks Outperform the S&P 500 long term with greater safety.

    42
  7. NEW! Bail Out Annuity & Top Rate of 4.00% for 5 years as of 05/10/2022 - Limited State Availability!

    NEW! Bail Out Annuity & Top Rate of 4.00% for 5 years as of 05/10/2022 - Limited State Availability!

    11
  8. Annuity Ladder vs Combo | Steps or Splits | How to get a 65 year old $50,000 for life with $850,008!

    Annuity Ladder vs Combo | Steps or Splits | How to get a 65 year old $50,000 for life with $850,008!

    19
  9. If you could have tax-deferred growth, tax-free income, a tax-free death benefit, and...

    If you could have tax-deferred growth, tax-free income, a tax-free death benefit, and...

    2
  10. 3 types of Fixed Annuity Withdrawals & how they work for income, cashing out & beneficiary benefits.

    3 types of Fixed Annuity Withdrawals & how they work for income, cashing out & beneficiary benefits.

    5
  12. Creative Annuities - 10 x 6 Split/Combo Annuity sample. Mid-May 2022. Income & Accumulation designs!

    Creative Annuities - 10 x 6 Split/Combo Annuity sample. Mid-May 2022. Income & Accumulation designs!

    17
    4
    9
  14. Combo Annuity Rates For November 2021 (Combo/Split Annuity)

    Combo Annuity Rates For November 2021 (Combo/Split Annuity)

    42
    14
    29
  15. "Common Mistakes to Avoid When Managing Your Retirement Savings Investments" Can Be Fun For Eve...

    "Common Mistakes to Avoid When Managing Your Retirement Savings Investments" Can Be Fun For Eve...

    20
  16. The Single Strategy To Use For "The Role of Financial Advisors in Developing a Retirement Savin...

    The Single Strategy To Use For "The Role of Financial Advisors in Developing a Retirement Savin...

    18
  17. MYG Annuity or Multi Year Guarantee Annuity - Rates by company Ratings - Who is HOT and who us NOT

    MYG Annuity or Multi Year Guarantee Annuity - Rates by company Ratings - Who is HOT and who us NOT

    4
  19. 1 strong question to ask when shopping Fixed Annuities. All have an end of term minimum guarantee!

    1 strong question to ask when shopping Fixed Annuities. All have an end of term minimum guarantee!

    13
  21. A Biased View of "5 retirement savings investment plans you need to know about"

    A Biased View of "5 retirement savings investment plans you need to know about"

    12
  22. Tax-Advantaged Investing With a Health Savings Account - with Darlene Root

    Tax-Advantaged Investing With a Health Savings Account - with Darlene Root

    81
    24
    101
  24. Combo / Split Annuity Rates Nov 2022 | Income with tax exclusion & return of premium at end of term.

    Combo / Split Annuity Rates Nov 2022 | Income with tax exclusion & return of premium at end of term.

    11