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Resource Library

At 20/20 Financial Advisers, we give you a library of resources you can use to help bring financial concepts into focus, with articles and videos explaining some of the tools available to help grow and protect your wealth using holistic financial planning and sound wealth management. As you get closer to retirement, understanding strategies like the generation of retirement income from your assets, the potential mitigation of taxes, protection of assets, reduction of risk, and programs like Social Security move to the forefront.

Featured Videos
Educational Whitepapers
Blog, News & Information

Watch Recent Media Appearances

Click through and watch recent media appearances, as well as animated consumer videos designed to make complicated concepts easier to understand.

Ben Ambrosini explains retirement income, asset protection, and creating an income floor to build from while you are in retirement.

Ben Ambrosini discusses fixed indexed annuities and how FIAs can protect assets while offering potential growth.

Deanne Palmer discusses the importance of estate planning as well as common mistakes, like not updating beneficiaries.

Deanne Palmer talks about diversification and balance in the retirement portfolio to address the many risks to retirement assets.

Stephen Ambrosini Ameritas Hall of Fame Award

Stephen Ambrosini Protecting the Promise of the Future

Jeremiah J.J. Pangan discusses the importance of a retirement income plan, transitioning the portfolio, and relevance of the 4% rule.

Jeremiah J.J. Pangan stresses that preventing loss, protecting assets, and creating reliable retirement income is critical.

Tommy Mancuso Discusses Private Markets

Leonard Simpson’s media appearance and interview on the Legal Hour.

Leonard Simpson Shares Tips to Manage Risk in Retirement

Leonard Simpson Discusses How Life Insurance Can Be Used in Retirement

Video Profiles

Meet Ben Ambrosini

Meet Deanne Palmer

Meet Leonard Simpson

Meet Tommy Mancuso

Meet Jeremiah J.J. Pangan

Informational Videos

Decumulation Versus Accumulation

What is an FIA (Fixed Indexed Annuity)

How Required Minimum Distributions (RMDs) Work

Portfolio Diversification to Withstand Market Volatility

What Is Medicare?

What You Need to Know About Social Security

Educational Whitepapers

Download some of these quick-reading whitepapers which explain some of the basic precepts behind a few financial matters which may be of importance to your situation.

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Resource Library

At 20/20 Financial Advisers, we give you a library of resources you can use to help bring financial concepts into focus, with articles and videos explaining some of the tools available to help grow and protect your wealth using holistic financial planning and sound wealth management. As you get closer to retirement, understanding strategies like the generation of retirement income from your assets, the potential mitigation of taxes, protection of assets, reduction of risk, and programs like Social Security move to the forefront.

Resources
Featured Videos
Educational Whitepapers
Blog, News & Information

Contact Us

Please contact us to learn more about how we can help you with financial matters, or to set up a complimentary consultation with one of our seasoned financial professionals! We look forward to speaking with you.

20/20 Financial Advisers
A PCIA Company

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