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Posts by Trevore Meyer, CFP®

Open Enrollment – Deciding between Medical Insurance Plans [Video]

By Trevore Meyer, CFP® | September 19, 2021

[Video]Open Enrollment-Deciding between Medical Insurance Plans| We are going to be talking about health insurance because making the right choice here could save you tens of thousands of dollars for you and your family.

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Business Owner Operational Reviews [Video]

By Trevore Meyer, CFP® | May 11, 2021
Business Owner Operational Reviews

Let’s discuss what you can be looking at in your own business owner operational reviews as it relates to saving time. Time = Money

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What to look for in existing life insurance contracts? [Video]

By Trevore Meyer, CFP® | May 3, 2021
existing life insurance contracts

Our final video of our life insurance series “What to look for in existing life insurance contracts”. What 4 things should you be looking for?

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Life Insurance: Death Benefit Types [Video]

By Trevore Meyer, CFP® | April 27, 2021
Life Insurance: Death Benefit Types

Our third video in our life insurance series we are discussing life insurance death benefit types with permanent policies. Which is best?

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What goes in, What comes out? Life Insurance [Video]

By Trevore Meyer, CFP® | April 19, 2021
Life insurance

In our second life insurance series video we are talking about what goes in, what comes out with life insurance policies. Watch to see more!

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What is Life Insurance? [Video]

By Trevore Meyer, CFP® | April 12, 2021
What is Life insurance

What is Life Insurance? [Video]|Today we will be answering what is life insurance. No one likes to talk about death, but it is a critical part of your plan. See why?

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