Ask yourself this?


Isn’t it Sustainable Retirement Income?

Educational And Other Insightful Videos

Below you will find our entertaining and educational explanation videos and short online seminars that are available for your viewing pleasure. Simply click on the title of the video you would like to watch.

Traditional Brokers Vs. Fiduciaries

The wealth management industry is transitioning from traditional brokerage models that live in a world of suitability with commission bias toward the Registered Investment Advisor model, with fee-based model acting in a fiduciary capacity. This brief video illustrates how this subtle change eliminates conflicts of interest and ensures your Caitlin John Advisor provides you their best thinking (italicize) as you work together toward your retirement goals and objectives.

The Basics Of Fixed Indexed Annuities

One of the most misunderstood and unenlightened retirement vehicles is the Fixed Indexed Annuity. Annuities are capable of providing a variety of diverse solutions that may help some clients with their retirement needs. We believe working with a fiduciary Advisor to help navigate this complex world of annuities to determine if and which annuity might be best for you will give you the peace of mind that you have made the right decision.

Questions to Help Evaluate Annuities

Due to the vast variety of annuity types along with numerous costs, benefits and riders available in the marketplace, we believe our clients should know what questions to ask when considering whether a Fixed Indexed Annuity is the best option to help them achieve their retirement goals. This brief video will help give you clarity, insight, and understanding to make a more informed decision.

Compliance statement:

The information, data, and opinions contained herein this communication are provided solely for informational purposes only. They are not warranted to be correct, complete, or accurate. To the extent permitted by law, Caitlin John does not accept any liability arising from the use of this communication. You should not assume that any information, data, or opinions contained herein serves as the receipt of, or a substitute for, personalized investment advice from Caitlin John or from any other investment professional. Past performance is not an indication of future results and actual results may vary. Investing carriers an inherent element of risk, including the risk of losing invested principal.