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Resources, Webinars, Videos

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Videos

You spend at least 1 hour a year planning your vacation, right? Expand your thinking with these videos

Long-Term Care Insurance: Planning for this Income Gap

22 minutes

70% of people over 65 will need some form of long-term care. This video covers the risk that long-term care has upon your retirement planning. Questions addressed include: What are the care settings? What are the financial impacts to individuals and their families? What are various insurance options? Are premiums fixed or will they rise? Are the options to the traditional use-it or lose-it plans? 

LTCi Video - Addressing The Retirement Income Gap

Selling your home or business? Seeking to reduce your tax exposure?

3 minutes

If you are thinking of selling your home or business, and are faced with significant capital gains taxation, you'll want to hear about the Nexxess  International Business Advisors solution. Their trademarked trust may be the solution you need to protect your assets and reduce the impact of tax consequences on capital gains and passive income. Know before you sell!


Watch the intro video here and schedule a strategy discussion with me.  https://nexxess.wazetowealth.com


Offsite content ...

Short videos introducing a number of financial topics (Author/Entity in parentheses)

Index Universal Life (IUL) Crediting Explained

< 3 minutes

https://www.youtube.com/watch?v=eswwYPgLLQY (source: National Life Group) 

Ed Slott (CPA/PBS Presentor):

Various lengths

Ed Slott YouTube Channel 

Tom Hegna content hosted by licensing agreement.

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