Plan for college and other savings goals

Tuition rates have soared in recent years, but starting to save early and planning ahead can help ensure that you’re on the right track. I can help you save for college in ways that best suit your needs, with strategic investment options that you can establish early on. I’ll also help you balance college planning against the other things you’re working toward and want for your life.
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My Videos(7 videos)

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Plan for passions
Plan for passions

Life insurance provided comfort for James and Emily Hiter when life took an unexpected turn. Their only regret is missing the opportunity to use it to help leave a legacy. (4:06)

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Our story, together
Our story, together

We believe with the right financial advisor, life can be brilliant. Find out how our advisors work with you. (1:29)

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3 financial tips from happy couples
3 financial tips from happy couples

Watch our video to find out how couples can achieve financial harmony (2:32)

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Consider your chances
Consider your chances

There's a lot of chance you encounter along life's journey. If you're not planning for chance, chances are you're risking your financial future. (4:00)

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How will taxes affect your retirement?
How will taxes affect your retirement?

See how permanent life insurance can provide protection, retirement income and tax advantages – all in one. (3:28)

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Will your retirement income last?
Will your retirement income last?

Learn more about a program that can help you make important decisions about your retirement income. (2:23)

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Day in Life
Day in Life

You work hard for your money. It’s what pays the bills, supports you and your family and enables you to invest in your future. What if something happened and you couldn’t work? (2:53)

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Gauge your retirement readiness

Our 3-Minute Confident Retirement® check can help you start finding the answers to your questions. Gauge your retirement readiness and see where you stand.

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2019 market outlook

Market volatility is a natural characteristic of investment markets. Ongoing communication with your advisor can help ensure you have the personalized financial advice you need to maintain a well-diversified portfolio regardless of market conditions. (2:17)