234 Philadelphia Pike, Suite 8, Wilmington, Delaware
Videos
Educational Retirement Video Resources
tax planning
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.
Watch Now
One Plan for a Lifetime of Financial Security
If you want one comprehensive plan for a lifetime of financial security, including easily accessible cash reserves and tax free retirement income, but without investment risk - watch this short video to learn how the US tax code enables one contract to provide a lifetime of financial security.
Watch Now
DO YOU HAVE A RETIREMENT TAX STRATEGY?
If you don't like paying any more taxes than you legally need to, and you do not yet have a "retirement tax strategy" - watch this short video to discover substantial tax benefits available to people over the age of 60 that most tax advisors know too little about.
Watch Now
social security
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.
Watch Now
life insurance
INDEXED INTEREST RESET BENEFIT
If you want to understand how indexed life insurance can preserve and protect the interest rate accumulations based on stock market gains, and actually benefit from market volatility, watch this short video to learn how the "point to point reset" is one of the most important features of a retirement insurance contract.
Watch Now
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.
Watch Now
Tax Free Retirement Income Plan
If you want tax free income at retirement without the risk of losing any of your money in the stock market, watch this short video to learn how sections 101 and 7702 of the tax code enable you to save, grow, and protect your money for a tax free retirement
Watch Now
One Plan for a Lifetime of Financial Security
If you want one comprehensive plan for a lifetime of financial security, including easily accessible cash reserves and tax free retirement income, but without investment risk - watch this short video to learn how the US tax code enables one contract to provide a lifetime of financial security.
Watch Now
ALTERNATIVE LIQUID CASH RESERVE PORTFOLIO ASSET
If you keep money in any type of "liquid" cash reserve, set aside from all your other assets and investments, watch this short video to learn about the tax and legal advantages of an alternative "safe money" cash reserve portfolio asset with excellent liquidity.
Watch Now
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.
Watch Now
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.
Watch Now
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.
Watch Now
Become Your Own Banker
If you have money in any sort of cash or savings account, and you also use credit cards, lines of credit, or any other type of credit financing, watch this short video to learn how you can convert the interest you pay into a lifetime of tax exempt wealth.
Watch Now
Access your tax-free life insurance coverage without dying
Did you know that you can now access up to $250,000 of your life insurance coverage tax free - without dying? Watch this short video to learn how life insurance companies now allow you to take a portion of your death benefit if you experience a critical illness like cancer, heart attack, or stroke.
Watch Now
annuities
THE “COST” OF DEFERRED TAXATION, 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.
Watch Now
Protect Yourself from Global Monetary Devaluation
Watch this short video to learn how you can protect your money and your financial security from economic inflation, government debt, and the banking cartels.
Watch Now
Tax Free Retirement Income Plan
If you want tax free income at retirement without the risk of losing any of your money in the stock market, watch this short video to learn how sections 101 and 7702 of the tax code enable you to save, grow, and protect your money for a tax free retirement.
Watch Now
estate planning
THE BENEFITS OF A LIVING TRUST
Even if we have a will at the time of our passing, all of our assets and liabilities will need to be settled in probate court before they can be distributed to our families. Watch this short video to learn how your estate can easily avoid the delay and cost of probate for your family
Watch Now
reverse mortgages
Retirement Planning: Reverse Mortgage
If you are over the age of 62, and your home mortgage
is either paid off or within 10 years of being paid off, watch this video to learn how you can pay off your mortgage immediately (eliminating future payments) and convert your home equity into a tax-free cash reserve or a lifetime monthly income.
Watch Now
We provide educational resources for our clients interested learning more. Download The Retiree's Guide to Reverse Mortgages in Retirement Income Planning or Six Strategies for Carrying a Mortgage into Retirement
below for more information.
Download The Retiree's Guide to Reverse Mortgages
Download 6 Strategies for Carrying a Mortgage into Retirement
business planning
DO YOU HAVE A 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.
Watch Now
precious metals
ALTERNATIVE LIQUID CASH RESERVE PORTFOLIO ASSET
If you keep money in any type of "liquid" cash reserve, set aside from all your other assets and investments, watch this short video to learn about the tax and legal advantages of an alternative "safe money" cash reserve portfolio asset with excellent liquidity.
Watch Now
234 Philadelphia Pike. Suite 8, Wilmington, Delaware 19809
STFR does not provide Securities or Investment advice and any such advice required should be obtained from a qualified professional. STFR does not engage as a RIA or an IAR and does not offer stocks, bonds, mutual funds, stock advise, etc. as we are NOT securities licensed.