Wealth Academy
Welcome to the Wealth Academy. Here we have included a few short videos and some important information for you to get familiar with different financial products and how they work. If you're serious about protecting your wealth and future, watch these videos that explain how.
Income vs. Accumulation Annuities: What No One Tells You
Not all annuities are designed the same — and choosing the wrong type could cost you thousands in lost growth or income. In this video, I break down the difference between income annuities and accumulation annuities, who they’re best for, and real-life examples to help you choose the right fit for your retirement goals.
What are Annuities?
You’ve spent decades saving — now what? This video breaks down how to turn your 401(k), IRA, or cash savings into guaranteed income for life using modern annuity strategies. No stock market risk, no guesswork — just smart, protected planning that keeps your money working for you in retirement.
CDs Are NOT "Safe"
If you’re still parking money in CDs or high-yield savings thinking it’s “safe,” this is your wake-up call. I’ll show you exactly how much money you could be losing — and introduce a principal-protected alternative that actually keeps up with inflation and gives you long-term growth with no market downside.
What is an IUL?
Indexed Universal Life (IUL) is a powerful long-term strategy for building tax-advantaged wealth and leaving behind a guaranteed legacy — all while protecting your money from market losses. In this video, I break down how it works, who it’s best for, and how high-income earners are using IULs as part of their long-term financial game plan.
