Browse 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.

LISTEN TO US ON THE RADIO
Retirement Planning with
Sam Hoss
Saturday: 12p-1p

Listen to us on soundcloud
These podcasts are intended for informational purposes only. It is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual’s situation.

READ OUR BOOK
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?

READ OUR BOOK
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:
-
Why annuities may or may not be a good fit for you
-
How fixed index annuities actually work
- How fixed index annuities balance risk
Annuity guarantees rely on financial strength and claims-paying ability of issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by carrier. Annuities are not FDIC insured.

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:
-
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
-
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.

Ready to take
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.