In today’s fast-paced world, it’s easy to fall into the trap of constantly upgrading and
Articles / Videos
Mike, Trevor, and Scott discuss the relationship between the brokerage and life insurance carriers. The
In this discussion: Mike, Trevor, and Scott discuss various options for tax-free income after retirement
Scott and Mike discuss strategies for transitioning military service members to maximize their retirement income.
This video discusses Indexed Universal Life (IUL) insurance. Mike provides a high-level overview of IUL,
Scott and Mike discuss using an Indexed Universal Life insurance plan as a tool to
Mike, Scott, and Trevor summarize the concept of Indexed Universal Life insurance (IUL) as a
Scott discusses a new book he has written to help military service members plan for
Scott and Trevor discuss the need to define financial freedom beyond just the amount of
Scott and Mike discuss how to best communicate retirement options to military retirees and their
The main topic of discussion is retirement planning, specifically focusing on the Thrift Savings Plan
