Dick Easterly Financial

Call 813-769-3915 to Learn How Easterly Financial Strategies Can Upgrade Your Retirement.

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  • About
  • Retirement Income
    • Fixed Annuity
    • Social Security
  • Protection
    • Life Insurance
    • Long-Term Care
  • Safe Money Strategies
    • Personal Pension Plan
    • Wealth Transfer
  • Videos
  • Resources
  • Contact
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YOUR CART

VIDEOS: FINANCIAL PLANNING TIPS FOR RETIREMENT

​
​RETAIN YOUR GAINS

LEARN HOW TO DEVELOP YOUR VERY OWN PERSONAL PENSION PLAN

Watch our video to learn about:
  • Why your retirement needs may have changed over the years. 
  • What the "Three-Legged Financial Stool" concept is and how it works. 
  • How to determine your current and/or future retirement income needs. 
  • The difference between essential and discretionary income. 
  • How to create your own Personal Pension Plan for retirement.
Watch Video >

LEARN THE BASICS: FIXED INDEX ANNUITIES 101

This video explains how a fixed index annuity: 
  • Provides income you cannot outlive.
  • Protects your principal from loss.
  • Provides a reasonable rate-of-return.
  • Participates in market gains, but NOT market losses​.
Watch Video >

LEARN HOW WEALTH TRANSFER WORKS AND PROTECTS YOUR HEIRS FROM THE Dreaded TAX TIME-BOMB

Watch our video to learn about:
  • Transferring wealth at the lowest possible rate-of-taxation.
  • Which wealth transfer products are available to you.
  • The "tax time-bomb" and how it affects your heirs' taxes.
  • How to use your life insurance's accelerated death benefit to help cover the costs associated with a chronic illness.
  • Why Single Premium Life instantly increases the size of your estate.
Watch Video >


​Index Universal Life (IUL)
​vs 401k or IRA

​IUL - Indexed Universal Life

Life Insurance has Changed


Contact Us:

Dick Easterly
Easterly Financial Strategies
1211 N Westshore Blvd #106, Tampa, Fl 33607
Office: 813.769.3915
Fax: 813-343-2331

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