Available Videos
1. The Income for Life Model
The Income for Life Model (IFLM) is an integrated system that financial advisors use to market, illustrate and monitor outcome-focused retirement income strategies. It provides the vital, year-by-year income distribution roadmap that builds investor confidence and leads to retirement asset capture.
IFLM also enhances advisor-to-client communications through the use of interactive educational presentations, cutting-edge websites, and movies. The system is hosted and managed on a platform that makes it easy for broker-dealers to ensure that advisors are compliant with disclosure requirements and business rules.
2. Long-Term Care
Simply stated, guarding against the costs of unplanned long term care should be a primary concern for Boomers. The reason is clear. After age 65, the need for some form of long term care will affect about two-thirds of us*.
3. The Power of an IRA Rollover
Over time, compounding rates of return combined with tax deferral can turn a small amount of money into a much larger amount. Using an example to illustrate the point, this movie can help you understand why a Rollover IRA can play an important role in strengthening your future financial security.
4. The IRA Rollover: Options to Consider
When you leave your employer's pension plan you may have as many as four options for your retirement assets. To make a good decision on how best to handle this money, it's important that you clearly understand the options available to you.
This movie will help educate you about these options.