Video Resources
Explore Financial Education & Insights.
Explore educational resources designed to help you better understand retirement strategies, risk management, tax planning, and important financial decisions.
Protect what you've built.
Explore retirement income, market risk, asset protection, and preservation strategies through short educational videos.
Guaranteed Lifetime Income Contract
Asset Based Elder Care
Protect Your IRA From Market Crashes
Safe Money Alternative to Bank CDs
Tax Free Income from Your IRA
Insured Alternative to Bank CDs
Are Your Retirement Savings at Risk?
Is Your Retirement Income at Risk?
Retirement Savings Without Investment Losses
Four Questions to Protect Your Retirement Savings
Triple Compound Interest
Protect Your Retirement Accounts from Market Volatility
Free Video Course for Someone You Know
Free Video Course for Someone You Know
Plan with greater tax awareness.
Explore educational topics covering tax-efficient retirement, indexed strategies, estate planning, and financial leverage.
Your Tax Free Retirement Strategy
Tax Free Retirement Income
“Safe Money” Retirement Contracts
Tax Free Retirement Income Plan
Indexed Earnings Hedging Explanation
Indexed Earnings Reset Explanation
Tax Deferral, Market Risk, and Investment Fees
Your Retirement Tax Strategy
Financial Leverage Retirement Contract
Retirement Plan Comparison
Avoid Probate with a Living Trust
“End of Life” Legal and Financial Considerations
Free Video Course for Someone You Know
Free Video Course for Someone You Know
Explore the Kai-Zen strategy.
Explore educational videos covering Kai-Zen concepts, applications, and strategies for individuals, executives, physicians, and businesses.
Kai-Zen: Built For Rising Interest Rates
Kai-Zen: As An Alternative To Fixed Assets
Kai-Zen: For Executives
Kai-Zen: For Physicians
Kai-Zen: The Greatest Wealth Transfer
Kai-Zen: The Next Big Thing You Don't Want To Miss
Kai-Zen Explained In 60 Seconds
Kai-Zen: Recruit And Retain
Kai-Zen: For Individual Earners
Kai-Zen: A Mortgage Analogy
How Kai-Zen Works
What People Are Saying About Kai-Zen
Kai-Zen: Intro - Executives
Everything You Wanted To Know About Kai-Zen
Video Resources
The Power of Zero: The Tax Train Is Coming is a major Hollywood documentary film with an all-star cast (George Schultz, Ph.D., David Walker, CPA, Ed Slott, CPA, Tom Hegna, Van Mueller, David McKnight, et al) that takes an in-depth look at how the U.S. National Debt is setting the stage for massive tax increases within the next 10 years and how they’ll impact a retiring generation of Baby Boomers.
This is the first movie ever to explore our nation’s looming debt crisis and the proactive measures Baby Boomers can take to protect their retirement plans from the crush of higher taxes. This PG-rated film played in theaters nationwide in the Fall of 2018.
An expose of America’s retirement experiment, ‘The Baby Boomer Dilemma’ takes a deep dive into Pensions (both corporate and public), Social Security, 401(k), and Annuities. It features the nation’s top economists on retirement and retirement income that include Nobel Prize-winning economists, and world-renowned economists from MIT, Stanford, Wharton, Berkely, York, and BYU. Government leaders over trusts include Congressmen, Trustees, SEC whistle-blowers, the “Father of the 401(k)” and the 2019 President of the National Association of Insurance Commissioners as well as industry competitive intelligence experts and authors. This is the first MPA-rated film that looks at retirement income.
A 35-minute Documentary by Front line on
The Retirement Gamble, America’s Retirement Crisis!!
There’s a HOLE in your 401k bucket!!
If you knew there were up to 17 HIDDEN fees eating up 70% of your profits, what would you do? Listen to this short 3-minute video and then contact us!
Listen in as Ed Slott, CPA and Nationally renowned speaker on tax strategies, tells you about the top strategies to ELIMINATE Taxes!!
Red Line Blue Line – Spanish Version
