Variable Annuity Videos
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Fixed Accounts in Financial Planning Posted by: lakeadvisory
Video duration: 162 seconds What are some examples of Fixed Accounts and should they be a part of you Retirement Management Strategy? Shawn Santa discusses this in The Villages, FL Related: the villages, fl, fixed accounts, retirement management Display Video Comments | Hide Video Comments | Add Comment |
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Why do Brokerage Firms say No to Fixed Accounts Posted by: lakeadvisory
Video duration: 94 seconds Why do most brokerage firms advise against Fixed Accounts? How can or does that impact your Retirement Financial Planning? Shawn Santa presents this in The Villages, FL Related: the villages, fl, retirement planning, financial planning Display Video Comments | Hide Video Comments | Add Comment |
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Protecting Assets in The Villages Wealth Management Posted by: lakeadvisory
Video duration: 104 seconds Why is Protecting Assest Important and what are some ways of protecting assets as a part of retirment wealth management. Presented by Shawn Santa in The Villages, FL Related: protecting assests, the villages, florida wealth asset Display Video Comments | Hide Video Comments | Add Comment |
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Retirement Income CDs and Fixed Annuities Posted by: lakeadvisory
Video duration: 81 seconds Related: retirement, income, cds, and, fixed, annuities Display Video Comments | Hide Video Comments | Add Comment |
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Risk Vs Safety in Retirement Wealth Management The Villages Posted by: lakeadvisory
Video duration: 179 seconds Evaluating Risk vs Safety when considering Retirement Wealth Management. Presented by Shawn Santa in The Villages, FL Related: the villages, risk, retirement, wealth management Display Video Comments | Hide Video Comments | Add Comment |
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Stretch IRA.wmv Posted by: lakeadvisory
Video duration: 122 seconds What is a Stretech IRA and why do you need it Related: stretch, ira Display Video Comments | Hide Video Comments | Add Comment |
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Stretch IRA to Roth.wmv Posted by: lakeadvisory
Video duration: 161 seconds Transisition IRA after Retirement Related: stretch, ira, to, roth Display Video Comments | Hide Video Comments | Add Comment |
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Required Minimum Distribution Posted by: lakeadvisory
Video duration: 110 seconds What and When is the Required Minimum Distribution Related: rmd, required, minimum, distribution Display Video Comments | Hide Video Comments | Add Comment |
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Long Term Care.wmv Posted by: lakeadvisory
Video duration: 158 seconds When you should or should not price Long Term Care Related: long, term, care Display Video Comments | Hide Video Comments | Add Comment |
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Rule of 100.wmv Posted by: lakeadvisory
Video duration: 67 seconds What is the Investment Rule of 100 Related: rule, of, 100 Display Video Comments | Hide Video Comments | Add Comment |
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Equities and Preferred Equities.wmv Posted by: lakeadvisory
Video duration: 107 seconds What are Equities? What are Preferred Equities for when you are retired. Related: equities, and, preferred Display Video Comments | Hide Video Comments | Add Comment |
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Fixed Assets Posted by: lakeadvisory
Video duration: 134 seconds Related: fixed, assets Display Video Comments | Hide Video Comments | Add Comment |
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Market Corrections.wmv Posted by: lakeadvisory
Video duration: 152 seconds What are Market Corrections and what are their impact on investment strategies. Related: market, corrections Display Video Comments | Hide Video Comments | Add Comment |
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Market Trends.wmv Posted by: lakeadvisory
Video duration: 145 seconds What are the impact of some of the more recent market trends and how those trends may affect investment decisions. Related: market, trends Display Video Comments | Hide Video Comments | Add Comment |
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Market Timing and New Products.wmv Posted by: lakeadvisory
Video duration: 147 seconds Taken into consideration market timing when making financial transistion from accruing to distibuting. Also, some information about some of the new investment products available. Related: market timing, new investment Display Video Comments | Hide Video Comments | Add Comment |
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Variable Annuity.wmv Posted by: lakeadvisory
Video duration: 117 seconds What is a Variable Annuity Related: variable annuity, the villages Display Video Comments | Hide Video Comments | Add Comment |
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Fixed Index Annuity.wmv Posted by: lakeadvisory
Video duration: 97 seconds What is a Fixed Index Annuity? Related: fixed index annuity, the villages Display Video Comments | Hide Video Comments | Add Comment |
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Fixed vs Variable Safety vs Risk.wmv Posted by: lakeadvisory
Video duration: 193 seconds Fixed Aunnities vs Variable Annuities, what is the Difference. Safety vs Risk when investing when you are retired. Related: the, villabe, fixed, variable, annuities Display Video Comments | Hide Video Comments | Add Comment |
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Life Insurance.wmv Posted by: lakeadvisory
Video duration: 125 seconds Life Insurance as Part of Retirement Plans Related: the villages, life insurance Display Video Comments | Hide Video Comments | Add Comment |
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How is The Villages Lake Advisory Group Different.wmv Posted by: lakeadvisory
Video duration: 65 seconds The Villages Lake Advisory Group is different in most financail consulting companies in so much that they are focused on financial planning and retirement wealth management for retired as oppposed to working. Related: retirement management, the villages Display Video Comments | Hide Video Comments | Add Comment |
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Investment Diversification for The Villages.wmv Posted by: lakeadvisory
Video duration: 121 seconds How should Investments be allocated when in retirement vs. employed. This presentation was given by Shawn Santa of Lake Advisory Group on Nov.16, 2011 in The Villages, FL. Related: investment, diversification finance, the, villages, retired, retirement, finance Display Video Comments | Hide Video Comments | Add Comment |
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Passing on Your Legacy Posted by: lakeadvisory
Video duration: 167 seconds Passing on your legacy to your children. What will the retirement days look like? Related: financial adivsor, financial planning, the villages, lake advisory group Display Video Comments | Hide Video Comments | Add Comment |
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Financial Planning for Retired Posted by: lakeadvisory
Video duration: 104 seconds The Villages Lake Advisory Group Financial Planning for Retired Related: financial planning for retired, retirement, financial planning, the villages, florida Display Video Comments | Hide Video Comments | Add Comment |
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About Skip West Posted by: lakeadvisory
Video duration: 75 seconds Brief Bio on Lake Advisory Group's Skip West Related: financial planning, financial adviser, life insurance, lake advisory group, the villages, skip west Display Video Comments | Hide Video Comments | Add Comment |
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