Financial education resources

Helpful financial education, gathered in one place.

This resource library is being prepared to share trusted financial education links for clients exploring Medicare, retirement income, Social Security, taxes, and protection planning.

Educational Videos

Watch our curated library of financial education videos covering Medicare, retirement planning, Social Security, and more.

WBG Learning Center — Video Library

wbg-llc.com/learning_center/videos

Understanding Annuities — Free Downloadable Guide

Learn how annuities work, the different types available, and how they can provide guaranteed income in retirement. A plain-language guide from Prime Time Health & Wealth.

Downloadable PDF — free, no sign-up required

Download Guide