Schedule your Appointment with Us Today! Monthly Market Review and Outlook Educational Videos Videos Annuity Educational Videos Get the Basics on Indexed Annuities View More How to Tell FIA Facts from FIA Fiction View More Allianz Annuity Basics View More Questions to Ask When Purchasing a Fixed Indexed Annuity View More Life Insurance / Retirement Educational Videos Remle Winand Real Life Story View More NBC News - Investing In Life Insurance View More Wendy Boglioli View More Changing Face of Retirement View More The 401k Fallout View More Ed Slott Educational Videos https://youtu.be/v3u_mMrm6fg?si=W3I2idMS7NUFlydc View More https://youtu.be/tJqqZyAD96U?si=lqwFX8g8Tw2rltlf View More Tax Advisor Ed Slott on the IUL View More https://youtu.be/37yFG77l9E4?si=9Ii54w2tbhiz7LDp View More Ed Slott, CPA Life Insurance for Life Beyond View More CPA Ed Slott Explains Tax Efficient Investing View More Ed Slott IUL Tax Free Retirement View More American Equity Educational Videos The Benefits of an Annuity View More Understanding Lifetime Income Benefit Riders – How Do Lifetime Income Benefit Riders Work View More Understanding Fixed Index Annuities – How Does a Fixed Index Annuity Work View More Understanding Annuity Basics View More Weekly Market CommentaryOctober 12, 2025Well, the market finally had a significant pullback, but not before the S&P 500 and NASDAQ were able to set… Read more: Weekly Market Commentary 7 Smart Moves to Cut Health Costs and Get Better Coverage with Medicare (and the Right Insurance Pairings)October 10, 2025If you’re approaching 65, already on Medicare, or helping a parent navigate coverage, you’ve probably noticed two things: The rules… Read more: 7 Smart Moves to Cut Health Costs and Get Better Coverage with Medicare (and the Right Insurance Pairings) Retirement Income Planning: A Practical Guide for Turning Savings Into a Sustainable PaycheckOctober 10, 2025Key Takeaways (TL;DR) Retirement success is less about “the number” and more about cash-flow durability, tax efficiency, and risk control.… Read more: Retirement Income Planning: A Practical Guide for Turning Savings Into a Sustainable Paycheck Weekly Market CommentaryOctober 5, 2025Investors sent US markets to another set of all-time highs despite concerns about an extended government shutdown. The U.S. government… Read more: Weekly Market Commentary What Is Medicare? A Friendly Guide to Parts A, B, C & DOctober 3, 2025Meta: A simple walkthrough of Medicare Parts A, B, C & D—what each covers, who’s eligible, and how they work… Read more: What Is Medicare? A Friendly Guide to Parts A, B, C & D Privacy Policy Phone (920) 880-1582 Schedule Your Appointment Today! Terms of Use Wealth Preservation & Transfer/ Retirement Accumulation & Distribution/ Life Insurance Policy Appraisal & Review Securities and advisory services offered through Packerland Brokerage Services, Inc., an unaffiliated entity. Member FINRA & SIPC FollowFollowFollowFollow