2:06Episode 1 · 2:06
Quick Question
Rate how strong your plan feels from one to ten, and see money as a tool for the life you want.
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Watch: understand your money
Short videos, one idea each.
How money grows, how the 0% floor works, where taxes fit and how a plan comes together, in a few minutes each. Every video opens on The Miliare Group's site in a new tab.
1 of 4
Start here
Two short episodes that set the stage: where your plan stands today, and why the advice you get depends on who you ask.
2:06
3:07Episode 2 · 3:07
Three Doors
Why three professionals can give you three different answers, and why a plan should start with you.
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2 of 4
How money grows
Compounding, the 0% floor and taxes. The three ideas behind every IUL conversation.
3:07Episode 3 · 3:07
The Rule of 72
How compounding works for you or against you, and why a steady rate can still fall behind rising prices.
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4:16Episode 5 · 4:16
The Floor
How index-linked crediting with a 0% floor works, what it trades away, and why no one tool is right for everyone.
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2:51Episode 6 · 2:51
The Seed and the Harvest
Pay tax on the seed or on the harvest, and which tax buckets your money sits in today.
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3 of 4
Protecting your family
Being prepared before something happens, and what market drops can do to a plan.
0:450:45
The Wake-Up Call
You make money, but are you prepared? Emergency savings, debt, protection and retirement in under a minute.
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3:50Episode 4 · 3:50
Thirty Years of Real Life
One saver through thirty years of real markets. Drops happen; what matters is what they do to a plan, and when.
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4 of 4
Planning steps
How a full plan fits together, what a review looks at, and how to compare your options.
1:541:54
The Whole Picture
How the pieces of a plan fit together, and why education comes before any recommendation.
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3:41Episode 7 · 3:41
Six Steps
A plan is six connected areas, from cash flow to preserving wealth, and it changes as your life does.
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3:20Episode 8 · 3:20
The One About You
A quick check on your own six areas, and what a personal financial review actually looks at.
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2:422:42
Your Options
What it means to compare options across nearly 200 providers instead of one company's products.
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3:443:44
A Second Look
How licenses, products and advisor pay work, so you know what to ask anyone who gives you advice.
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Free for U.S. families
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Bring your questions to a free 30 minute plan review with Jesse's team. You'll leave knowing where you stand and whether an IUL belongs in your plan, even if the answer is no.
Videos from The Miliare Group play on Miliare's own site in a new tab. Educational only, not financial, tax or legal advice. Video links are personal to Jesse Wood, a licensed agent associated with The Miliare Group.