These short and simple videos are designed for the independent fixed-business advisor as they seek to improve their knowledge and service to clients, wether they’re just starting or are perfecting their established practice.
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.