Educational Videos

Select a playlist below from our YouTube Channel:

"Life" Insurance
Annuities 101
Social Security

Circle of Wealth Educational Videos


 

Retirement

(Ready or NOT?) 

If I were to send you out to play in a pro golf tournament - would you want your favorite golfers "clubs" or their "swing"? 

Schedule a no-cost, no-obligation appointment!

Personal Economic Model

Have you ever seen your personal economic model? This is a visual picture illustrating the flow of money in your life.

Want to see your PEM model? 

Schedule a no-cost, no-obligation appointment!

10 Minute Lesson on Life Insurance 

Do you really own LIFE insurance? Chances are you own what we call "death" insurance. Learn the difference here! 

Schedule a no-cost, no-obligation appointment!

1 Minute Animation Videos