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 Medicare Supplement Plans (Medigap) for 2025–2026November 29, 2025What to Know About Filling the Gaps in Original Medicare If you’re approaching Medicare or already enrolled, you’ve probably noticed… Read more: Medicare Supplement Plans (Medigap) for 2025–2026 The Slott Report Gives ThanksNovember 27, 2025By Andy Ives, CFP®, AIF® IRA Analyst Thanksgiving Season is upon us! Here at The Slott Report, we are thankful for… Read more: The Slott Report Gives Thanks Retirement Income Planning Going Into 2026: Turning Your Savings Into a Lifetime PaycheckNovember 27, 2025For most people, retirement isn’t about a specific age or account balance—it’s about confidence.Confidence that the bills will be paid,… Read more: Retirement Income Planning Going Into 2026: Turning Your Savings Into a Lifetime Paycheck IRA and Retirement Plan Dollar Limits Increased for 2026November 24, 2025By Ian Berger, JD IRA Analyst The IRS has released the cost-of-living adjustments (COLAs) for retirement accounts for 2026, and… Read more: IRA and Retirement Plan Dollar Limits Increased for 2026 Medicare Supplement Plans in 2026: What’s Changing, What’s Not, and What It Means for YouNovember 20, 2025If you’re on Medicare — or getting close — you’ve probably heard people talk about “Medicare Supplement” or “Medigap” plans.… Read more: Medicare Supplement Plans in 2026: What’s Changing, What’s Not, and What It Means for You 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