Video, Article, & News Library

Life in a Box: Understanding What You Have

As a kid, things were simple. Life's different now and financial planning keeps you organized and in-the-know. 

The Importance of Healthcare Planning

Healthcare expenses are the #1 cause for personal bankruptcy in America. This video stresses why it's important to plan now for the high cost of healthcare in retirement.

Do You Have Enough Life Insurance?

Life insurance protects. 70% of those with coverage only have enough to replace 3 1/2 years of income. How protected is your family?

Graduating from College to Financial Freedom

College graduation is a time of new beginnings and new financial responsibilities. Get off on the right foot financially with these money management tips.

Learn About Your Personal Financial Website

Stay in control of your financial life.  Watch this overview of the features available on your personal financial website.

How Do I Budget?

Learning to budget is essential to any healthy financial life. Show your clients' children the basics of budgeting with this video to help them learn to make every penny count.

How to Save for College

Learn effective strategies to help pay for the high costs of higher education.

What is an Irrevocable Life Insurance Trust?

Irrevocable Life Insurance Trusts (ILIT) can provide financial control and tax efficiencies.  This video shows you how it works. 

What You Should Know About Retirement

95% of Americans have not saved enough for retirement. Act now, your retirement is approaching.

Five Documents At The Core Of An Estate Plan

Every estate plan is unique because of a particular family's circumstances. Still, most people share many primary objectives that may be reflected in five documents often found at the core of a plan.

If your current estate plan doesn't include these five items, you might need to fill the gaps. And if you don't yet have a comprehensive estate plan in place, it's probably time to make that a priority. Mortality can sneak up on anyone.