CLIENT VIDEOS

Now that you’re positioned to retire … is your nest egg?* (5 min. 17 sec.) https://vimeo.com/114046829 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

AGENT VIDEOS

“A bold new direction in DI” from Ohio National Financial Services: https://vimeo.com/185525710

FACT FINDERS

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.

Families:

Business Owners: 

LINKS

Million Dollar Round Table   www.mdrt.org

N.C. Assoc. of Insurance and Financial Advisors    www.ncaifa.org

The Financial Planning Association     www.fpanet.org

Financial Periodicals:

Broker World  brokerworldmag.com

Financial Planning   www.financial-planning.com

National Underwriter   www.nationalunderwriter.com

North Carolina Department of Insurance   www.ncdoi.com

Wealth Building Cornerstones https://wbcornerstones.com/