Videos
One survey found that 50% of current retirees had to retire earlier than they expected.
These engaging, short animations focus on a variety of financial topics and illustrate key financial concepts and current events. Choose any of the videos below and then click the start arrow to watch.
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The Retirement Income Factor
How much money will you bring to retirement?
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Are you concerned about your tax situation?
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How different types of risks can adversely affect your investments
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Do You Know Who Your Beneficiaries Are?
Valuable assets will convey directly to beneficiaries, regardless of instructions in a will.
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Protecting Your Dependents with Life Insurance
Term or whole life? Just be sure you have adequate coverage.
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How interest rate changes influence bond prices.
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What Would Happen to Your Estate?
Estate planning documents can help you manage your estate.
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Immediate or deferred annuity: there's no right answer.
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The cost to raise a child from cradle to college.
California Insurance License #: 0E30137
Myles German has earned the Retirement Planning Specialist (RPS) title.
The Retirement Planning Specialist title is awarded by AXA Advisors, based upon the Financial Professional's (FP) receipt of a Certificate in Retirement Planning from the Wharton School, University of Pennsylvania. In a collaboration between the Wharton School and AXA Advisors' affiliate, AXA Equitable Life Insurance Company (NY, NY), coursework for the certificate was developed exclusively for AXA Advisors FPs, and the title may be used only by FPs who have completed the required coursework and maintain the title through ongoing continuing education requirements. To verify that an FP has earned and holds the title in good standing, contact AXA Equitable atretirement@axa-equitable.com. Complaints about an AXA Advisors FP should be directed to customer.relations@axa-equitable.com.
The CASL® (Chartered Advisor for Senior Living®) designation is sought by financial services sales professionals whose focus includes clients preparing for or living in retirement. The designation's required curriculum is administered by The American College in Bryn Mawr, PA, which is accredited by The Middle States Commission on Higher Education, Philadelphia, PA 19104. The mark CASL® is the property of The American College and may be used only by individuals who have successfully completed the initial and ongoing certification requirements for this designation. Complaints about a designee can be made by e-mail at Registrar@TheAmericanCollege.edu. or by calling 888-263-7265. To verify a designee, visit http://www.designationcheck.com.
The RICP® (Retirement Income Certified Professional®) designation is sought by financial services sales professionals whose focus includes clients planning for their retirement income. The designation's required curriculum is administered by The American College in Bryn Mawr, PA, which is accredited by The Middle States Commission on Higher Education, Philadelphia, PA 19104. The mark RICP® is the property of The American College and may be used only by individuals who have successfully completed the initial and ongoing certification requirements for this designation. Complaints about a designee can be made by e-mail at Registrar@TheAmericanCollege.edu. or by calling 888-263-7265. To verify a designee, visit http://www.designationcheck.com.
The CRPC® (Chartered Retirement Planning Counselorsm) designation is sought by financial services sales professionals whose focus includes clients preparing for or living in retirement. The designation's required curriculum is administered by The College for Financial Planning, a regionally-accredited institution accredited by the Higher Learning Commission, a member of the North Central Association. The College is a wholly owned subsidiary of Apollo Group, Inc., Phoenix, AZ. The mark CRPC is owned by the College for Financial Planning and is awarded to individuals who successfully complete the College's initial and ongoing designation requirements. For information regarding complaints against a designee, visit www.cffpdesignations.com/Designee/standards.
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