The Dash
Jeff Thompson further explores annuities presenting the difference between variable annuities and equity indexed annuities.
Taxation Part One
Jeff Thompson and CPA, Joe Arsenault discuss taxation of investments.
Taxation Part Two
Jeff Thompson and CPA, Joe Arsenault discuss the concept of "tax sequencing".
Introduction
Jeff Thompson presents an introduction to a five-part series on how the financial services industry really works.
Part One
In video one of a 5-part series, Jeff Thompson presents the difference between a Financial Advisor and a Retirement Planner.
Part Two
In video two of a 5-part series, Jeff Thompson presents the difference between a fee structure and a commission structure.
Part Three
In video three of a 5-part series, Jeff Thompson speaks about investments; non-qualified vs. qualified.
Part Four
In video four of a 5-part series, Jeff Thompson speaks about Annuities.
Part Five
In video five of a 5-part series, Jeff Thompson further explores annuities presenting the difference between variable annuities and equity indexed annuities.
Equity Index Annuities
Jeff Thompson and Jason Mesker, Director of Operations at Annexus, discuss the many components of Equity Index Annuities.
Fixed Index Annuities
Jeff Thompson and Jason Mesker, Director of Operations at Annexus, discuss the many components of Equity Index Annuities including caps, bonuses and the difference between simple and compound interest.
Life Insurance Retirement Strategies Part One
Jeff Thompson and Greg Milan, Senior Vice President at Capitas Financial, discuss Life Insurance retirement strategies.
Life Insurance Retirement Strategies Part Two
Part two of Jeff Thompson and Greg Milan, Senior Vice President at Capitas Financial, discussing Life Insurance retirement strategies.
Life Insurance Retirement Strategies Part Three
Part three of Jeff Thompson and Greg Milan, Senior Vice President at Capitas Financial, discussing the different strategies of life insurance and what it can provide.
Estate Planning Life Insurance Strategies
Jeff Thompson and Greg Milan, Senior Vice President at Capitas Financial, discuss life insurance, cash flow, and a tax-free retirement.