Videos

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Disability Income

See why it's vital to protect your paychecks in these one-minute shorts featuring Tim Kukieza, VP of Disability Income.

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Whiteboard Illustrations

These consumer-friendly concepts will help you think differently about the value of protecting yourself and your family.

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Disability Income Protection

If you need a paycheck, you need disability insurance. Hear from real people on the front line and discover stats you need to know.

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Longevity and Retirement

Mike McGlothlin talks about the longevity crisis we're facing and what you can do as financial planners to help.

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LTC Benefits and Features

Having long-term care insurance is more than a financial decision; the benefits can have a great impact on a family.

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Annuity Awareness

Mike McGlothlin talks about the importance of annuities in retirement planning.

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Retirement Tax Drag

Mike McGlothlin talks about taxation and retirement income - it's not what you earn, it's what you keep.

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What's Better Than Bonds?

It's time to think differently about your client's retirement income and attack the issues they may face in a changing environment.

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Annuities and Life Insurance

While others are turning away, you should be running toward solutions leveraging qualified money. 

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Success and Planning

To be a champion, you must be a champion planner. As 2017 draws to a close, it's time to plan for 2018 and plan to act differently.

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Long-Term Care and Longevity Planning

Longevity risk comes in many forms. Making sure our clients have enough income to live on for the rest of their lives is usually the focal point.

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Safeguard Your Clients' Retirement

Understanding the behaviors of our clients helps us adapt to our clients' concerns. And, if we understand what is driving their decisions, we can better help them save in the long run.

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Fast Start Ideas

Start 2018 with a game plan that increases your chances for success.

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Build Your Business

Be a Go Giver to take your business to the next level of success.

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Longevity Risks and Solutions

Allocation, taxes and longevity. We tackle the tough risks your clients are facing and share solutions!

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De-Risk Your Income

There is no better market to execute on the law of compensation than in the pension risk transfer market place.

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Social Security Mastered

We tend to evaluate products on their individual returns. What’s really important to the client is how a recommendation improves their overall financial position.