Educational Videos
Select a playlist below from our YouTube Channel:
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!