Estate Planning



The lack of estate planning creates complexity, anxiety, and potential chaos for those left behind. Show your clients that estate planning is really about the living – ensuring that the physical, financial, and lifestyle needs of loved ones are protected when their no longer there to provide for them.

This information is not intended to be a substitute for individualized legal advice. Please consult your legal advisor regarding your specific situation.



Health Care in Retirement




Despite the fact that health care will be one of the greatest expenses for Americans in retirement, most people have not adequately planned for this expense. Share this video to encourage pre-retirees and retirees to take steps now that can lead to more positive outcomes.





Sandwich Generation




An increasing number of Americans between the ages of 45 and 65 find themselves struggling to cope with the conflicting demands of caring for aging parents while helping children pay for college or launch their careers. This video discusses steps your clients can take now to feel more in control of their lives and their future.





Financial Planning





Use this video to highlight how a well-prepared and comprehensive financial plan can help your clients gain control of their financial future.












How confident are your clients and prospects in their ability to retire when and how they want? This video highlights how working with a financial advisor can help bring the pieces of the retirement puzzle into place.






Retirement Income Planning




Show how retirement income planning coupled with a proactive approach to asset management can help retired clients and prospects better preserve and protect the wealth they have built.