Real Wealth®


Social Security: The Effects of the Pandemic

December 11, 2020

Social Security is a significant piece of a solid retirement income plan. Unfortunately, SSA reps are just order-takers – our clients can’t rely on them…

Retirement Challenges for Women in 2018

March 9, 2018

Fixed Annuities are long term insurance contacts and there is a surrender charge imposed generally during the first 5 to 7 years that you own…

The Art of Selling Life Insurance
feat. A Panel of Life Insurance Legends

September 8, 2017

Fixed Annuities are long term insurance contacts and there is a surrender charge imposed generally during the first 5 to 7 years that you own…

Conquer the 18 Risks in Retirement

June 9, 2017

Do you know the 18 risks your clients, and you, face in retirement? The American College released a report of everything you and your clients…

Out-of-the-Box Thinking: Long-Term Care Planning

November 13, 2015

What we covered: 10:30 – 11:30am CST: LTC Planning Considerations Considerations long before you’ll need long-term care Considerations when in crisis planning (Title 19) Considerations…

Get Access to the Baby Boomer Market!

July 10, 2015

The statistics don’t lie: About 87% of baby boomers own their own home, with 68% still paying off their mortgages. Leading Reverse Mortgage Expert Don Graves…

Social Security Strategies

January 9, 2015

10,000 baby boomers are retiring today, tomorrow and every day after that for the next 18 years!