Educational Videos
Video Library
Curated education across annuities, life insurance, IRA strategies with Ed Slott, American Equity resources, and the 7 Financial Blind Spots—organized for quick access.
Annuity Educational Videos
Growth options, income riders, and protection mechanics—organized for clear comparisons across product types.
Life Insurance Educational Videos
Term vs. permanent, cash value strategies, living benefits, and underwriting insights—everything in one place.
7 Financial Blind Spots
A focused series uncovering the most common areas families overlook—risk, taxes, longevity, fees, inflation, timing, and assumptions—plus practical ways to address each.
Ed Slott Educational Videos
IRA distribution rules, RMDs, Roth conversions, and common pitfalls—avoid costly tax mistakes.
American Equity Educational Videos
Company-specific product education, index options, and allocation strategies.
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Collegeville, PA 19426
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Warrington, PA 18976
Office: 610-707-9170
Cell: 561-329-2650
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