Now that you’re positioned to retire … is your nest egg?* (5 min. 17 sec.) Moving from retirement accumulation “know-how” to distribution? I can help you make the complex simple. This short video will get you thinking about how to position your assets so you can confidently enjoy your retirement years.

Videos for Small-Business Concerns The four short videos below can be used with your small-businessowner clients and prospects to help them better understand the need to protect their businesses from certain risks.

You can send these to your clients or share them with your social media connections.

VIEW | Executive Bonus Plan

VIEW | Insuring a Key Person

VIEW | Buy-Sell Planning

VIEW | Business Planning


“A bold new direction in DI” from Ohio National Financial Services:


Don’t sell your client an inappropriate product! Fact Finders provide you with a framework for asking the right questions, helping you assess your client’s needs — critical to determining the right product for your client.


Business Owners: 


Million Dollar Round Table

N.C. Assoc. of Insurance and Financial Advisors

The Financial Planning Association

Financial Periodicals:

Broker World

Financial Planning

National Underwriter

North Carolina Department of Insurance

Wealth Building Cornerstones