Retirement Masterclass On-Demand Webinars 

"A Digital workshop experience unlike others filled with INVALUABLE information that will change the way you think about retirement planning." 

Estate Planning
18 Minute

Discover why creating an Estate Plan is important to your retirement and the legacy you leave behind.

Medicare vs Medicaid
20 Minute

New medical coverage options can be confusing. Knowing the cost, coverage options, what they pay is essential. 

Understanding Annuities
19 Minutes

Uncover the truth behind Annuities. Learn the benefits and limitations to each type, and how they can provide income for LIFE.

Licensed Insurance Professional. We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives. Investing involves risk, including the loss of principal. No Investment strategy can guarantee a profit or protect against loss in a period of declining values. Any references to protection benefits or lifetime income generally refer to fixed insurance products, never securities or investment products. Insurance and annuity products are backed by the financial strength and claims-paying ability of the issuing insurance company.

The information is not intended to be investment, legal or tax advice. The agent can provide information, but not advice related to social security benefits. The agent may be able to identify potential retirement income gaps and may introduce insurance products, such as an annuity, as a potential solution. For more information, contact the Social Security Administration office, or visit

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