legacy | Retirement Benefits

What Happens to My Cash Value When I Die? (What Dave Ramsey Thinks)

Mr. David McKnight with The Power of Zero

Apr 3, 20231 min read

What Happens to My Cash Value When I Die? (What Dave Ramsey Thinks)

Here is another great video from Mr. David McKnight and his YouTube channel The Power of Zero. If you would like to connect on life or...

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Does physical health and financial health go hand in hand?

Tom Hegna: CLU, ChFC, CASL

Feb 20, 20231 min read

Does physical health and financial health go hand in hand?

Health and finances are more connected than you might think. Mr. Tom Henga has read some research on this recently, and he shares a...

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Wade Pfau: What is Protected Lifetime Income?

Alliance for Lifetime Income

Feb 15, 20231 min read

Wade Pfau: What is Protected Lifetime Income?

What is protected lifetime income? Find out from Dr. Wade Pfau, Research Fellow for the Alliance and Professor of Retirement Income at...

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The Importance of Covering Basic Living Expenses w/ Guaranteed Lifetime Income by Tom Hegna

Tom Hegna: CLU, ChFC, CASL

Feb 7, 20230 min read

The Importance of Covering Basic Living Expenses w/ Guaranteed Lifetime Income by Tom Hegna

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Ibbotson: Fixed Indexed Annuities Beat Out Bonds

WealthManagement.com with various authors

Jan 31, 20231 min read

Ibbotson: Fixed Indexed Annuities Beat Out Bonds

In. his latest research, economist Roger Ibbotson argues that fixed indexed annuities have the potential to outperform bonds in the near...

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The Baby Boomer Dilemma - Official Trailer

Directed & Written by Doug Orchard

Jan 30, 20231 min read

The Baby Boomer Dilemma - Official Trailer

An exposé of America's retirement experiment. Watch the two-minute clip today. This is what we help our clients with each and every day....

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How much 'fun money' is okay to risk and not throw off your retirement?

MarketWatch with random authors

Jan 30, 20231 min read

How much 'fun money' is okay to risk and not throw off your retirement?

Do you have a plan or limit on fun money? Have you discussed this with your professional? Click on the post below to read piece from...

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FIA's in a nutshell. (3-minute clip. Click on post for it to pop up.)

Indexed Annuity Leadership Council

Jan 15, 20231 min read

FIA's in a nutshell. (3-minute clip. Click on post for it to pop up.)

Learn the need-to-know basics of fixed indexed annuities (FIAs) in three and a half minutes.

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Fixed Indexed Annuity: What to look for? (2-minute clip. Click on post to see it pop up.)

Indexed Annuity Leadership Council

Jan 15, 20231 min read

Fixed Indexed Annuity: What to look for? (2-minute clip. Click on post to see it pop up.)

This is a great little 2-minute clip from the Indexed Annuity Leadership Council. Take a look and let's discuss your thoughts!

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Midland National

Jan 13, 20230 min read

FIA's How it Works: Participation Rate

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FIA's How it works: Annual Point-to-Point

Midland National

Jan 12, 20230 min read

FIA's How it works: Annual Point-to-Point

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Generally, without a Will/Trust you don't have control of your assets at death. Are you concerned?

Legal Zoom website with random authors

May 1, 20221 min read

Generally, without a Will/Trust you don't have control of your assets at death. Are you concerned?

https://www.legalzoom.com/articles/10-famous-people-who-died-without-a-will

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Building A Tax-Free Income In Retirement from Forbes written by Kirk Riding.

Forbes Website with different authors

Jan 27, 20201 min read

Building A Tax-Free Income In Retirement from Forbes written by Kirk Riding.

Building A Tax-Free Income In Retirement (forbes.com)

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