Video Basics

Our short videos cover basic concepts that help you educate and serve your clients. View them below.

Annuities: RMDs
In this video, Derick covers Required Minimum Distributions (RMDs), Deferred Income Annuities (DIAs), Qualified Longevity Annuity Contracts (QLACs) and helping clients avoid the accompanying tax burden.

Annuities: Long Term Care Coverage
In this video, Derick covers the costs and planning associated with Long Term Care, and how annuities can help solve for those issues.

Annuities: Legacy Planning
In this video, Derick covers using annuities for legacy planning, especially for those who are uninsurable, already have enough coverage or don’t want to go through the underwriting process.

Annuities: Income Planning
In this video, Derick covers income planning for retirement, particularly the concern that clients have of running out of money, especially as we begin to live longer, and therefore need more money for retirement.

 

Carrier Matrix

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