3 Minutes of Education | Video Archive
These videos may provide important education for your retirement plan today, or down the road for your heirs. They are purposely designed to be a short and simple overview of relevant topics. Many of these topics are complex and we encourage you to take the time to discuss details with a professional 1-on-1 (910) 754-6921. #letschat1on1

Super ROTH
The Super ROTH is a powerful life insurance strategy for some people. It addresses several important areas at once:
- Health Care in retirement
- Taxes in retirement
- Retirement income
- Spouse / Heirs
If these are important topics for you and your family, take 3 minutes to get educated and let's chat 1 on 1 #letschat1on1

SECURE ACT: Changes To RMD, Stretch IRA, and Others
The new SECURE Act may affect retirement planning for you and/or your family, here is 3 minutes of education on the topic: Changes to RMD, Stretch IRA and others. Please be in the know, give us a call, and let's chat 1 on 1 (910) 754-6921. #letschat1on1