Resources

Retirement Videos

Watch & learn today

Our retirement video library contains a collection of quick and easy-to-understand tutorials that educate you on key strategies for wealth creation and preservation.

Our goal is to give you direction, confidence and capability to make more, keep more and to pass more!

Learn how you can remove retirement uncertainty by de-risking your retirement with market correction and tax protection.

Four Questions to Protect Your Retirement Savings
If you are recently retired or preparing to retire, and realize that there is much misinformation and misunderstanding about how your retirement savings must be converted into retirement income, then watch this short video to learn the four questions you need to ask yourself before making any decisions.

Triple Benefit Tax & Income Strategy

If you own a substantially appreciated asset that you would like to sell without paying capital gains tax, and then convert the proceeds into a guaranteed lifetime income, watch this short video to learn how you can also benefit any charity or non profit institution and your family with tax free cash.

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Tax Deferral, Market Risk, and Investment Fees

If you are saving money for retirement in a tax deferred 401k, 403b, or IRA invested in mutual funds or any sort of “managed” account, watch this video to discover the real cost of deferred taxation, market risk, and investment expenses.

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Passing On Your IRA Money Tax Free

If you have accumulated a substantial sum in your tax deferred retirement account, and you want to leave that money to your family without losing up to 50% in taxes, watch this video to learn how you can convert any IRA, 401k or 403b account into a tax free bequest or inheritance.

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business tax strategy

If you are a business owner who doesn’t like paying any more taxes than you legally need to, and you do not yet have a comprehensive “business tax strategy” – watch this short video to discover substantial tax benefits available to business owners that most tax advisors know too little about.

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What is a "Safe Money" Contract?

If you have questions or concerns about the protection of your money in any type of life insurance or annuity contract, watch this short video to learn how retirement insurance contracts can guarantee the safety and security of your benefits.

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Do You Have a Lifetime Tax Strategy?

If you don’t like paying any more taxes than you legally need to, and you do not yet have a “lifetime tax strategy” – watch this short video to discover substantial tax benefits available to the average person that most tax advisors know too little about.

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More videos

Guaranteed Lifetime Income Without Investment Risk

If you are retired or approaching retirement, and you want a guaranteed monthly income you can never outlive, watch this video to learn how you can convert any amount of retirement savings into a guaranteed pay check for the rest of your life.

Social Security Income Benefits

If you are beginning to prepare for retirement, and want to be sure that you get the most out of your Social Security benefits, watch this video to learn what your options are, as well as when and how to begin taking income for maximum benefit.

Take the Highest Payout from Your Pension Plan

If you are married, approaching retirement, and have a pension plan with various payout options, watch this short video to learn how you can take the highest payout for the rest of your life without excluding your spouse.

Tax Free Money for Critical Illness Expenses

It does not matter what age you are, or your current state of health. Watch this short video to learn why all of us can succumb to a serious illness like cancer, heart attack, or stroke, and how we can protect ourselves from the life altering financial impact.

Indexed Interest Rate Crediting

If you want to understand how indexed life insurance credits interest rates to your account value based on stock market gains, but without stock market losses, watch this short video to learn how the money in a retirement insurance contract is managed and protected.

Retirement Insurance Hedging Strategy

If you want to understand how indexed life insurance can credit your money with interest rates based on stock market gains, without the risk of stock market losses, watch this short video to learn how a retirement insurance contract “hedges” the market for you.

Guarantee Lifetime Retirement Income Withdrawals

If you are approaching retirement or already retired, and you are looking for the highest and surest way to withdraw money from your retirement savings, watch this video to learn how you can get guaranteed fixed income withdrawals for as long as you live, and without the risk of running out of money.

Triple Benefit Tax & Income Strategy

If you own a substantially appreciated asset that you would like to sell without paying capital gains tax, and then convert the proceeds into a guaranteed lifetime income, watch this short video to learn how you can also benefit any charity or non profit institution and your family with tax free cash.

Want to get started?

Save a seat in Chuck Oliver’s educational wealth protection webinar where you can learn how to optimize your assets and create a tax-advantaged lifetime retirement income and a Tax-Free legacy.