747.220.6750Browse these videos of financial topics below to stay informed on your options for success.
What if your business could offer you tax free retirement income, life insurance and long-term care coverage without being required to offer the same benefits to all of your employees?
Please watch this 12-minute webinar below to learn more.
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Retirement Planning with
Sam Hoss
Saturday: 12p-1p
Sunday: 8a-9a
Listen to us on soundcloud
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Simple Strategies to Reduce Estate and Income Taxes
Plus Wealth Management & Income Planning for Retirement
Is Your 401(k)/403(b) account an IOU to the IRS?
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Annuities as an Asset Class
Times change — are stocks and bonds still enough?
With inflation rising and lower rates, more people are turning to fixed index annuities to de-risk their assets. In this free, 12-page download you’ll learn more about:
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Why annuities may or may not be a good fit for you
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How fixed index annuities actually work
- How fixed index annuities balance risk
READ THE GUIDE
The Greatest Gift: Outline Your Wishes with an Estate Plan
Give your loved ones the greatest gift!
Communicating your values and goals today can help your loved ones through tomorrow. This 12-page guide can help you understand the basics of estate planning, including:
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Areas your will should address (and who should write it)
- The two types of trusts — and how they can help reduce the chance of a family conflict
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A checklist to help you select the right person to carry out your wishes
Neither the firm nor its agents may give legal advice. Individuals are encouraged to consult with a qualified professional before making any decisions about their personal situation.
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The Next Step?
For more information about any of the products and services we provide, schedule a meeting today or register to attend a seminar.
