Videos

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    Getting Started

    The Road to Retirement: Plan for Tomorrow, Today

    Sometimes life isn't what we expect - be prepared for whatever comes your way with a retirement plan that can help you pursue a secure future.

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  • Financial Pathways

    Will You Outlive Your Assets

    You could be in retirement for 25 years or more-you need an investment strategy that will work for the long haul.

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    *See Disclosure

    Annuities are long-term investment vehicles designed for retirement purposes.  Guarantees are based on the claims-paying ability of the issuing company. Withdrawals made prior to age 59 1/2 are subject to a 10% IRS penalty tax, and surrender charges may apply.                    

    This material was created for educational and informational purposes only and is not intended as ERISA, tax, legal or investment advice. If you are seeking investment advice specific to your needs, such advice services must be obtained on your own separate from this educational material.

  • Financial Pathways

    The Road to Retirement: Save Wisely & Live Well

    Making responsible decisions is all part of growing up-let an advisor help you shape your financial future.

  • Financial Pathways

    Catch-up Strategies

    Learn how you can get back on track with your retirement-planning process.

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    *See Disclosure

    This material was created for educational and informational purposes only and is not intended as ERISA, tax, legal or investment advice. If you are seeking investment advice specific to your needs, such advice services must be obtained on your own separate from this educational material.

  • Financial Pathways

    Bring Your Future Into Focus

    How do you envision your retirement? This video looks at the points you’ll want to consider when planning and saving for retirement, and the steps you’ll want to take today to prepare for tomorrow.

  • Financial Pathways

    Plan for Financial Wellness

    This video looks at the different elements that make up financial wellness – planning, budgeting, saving for retirement, college funding and estate planning -- and how they collectively define your financial health.