Directions: Welcome to our educational video page. To watch the videos below, click the name of the video on the left column and then press the play button on the video. To switch to a new video, click stop/pause button on the current video, then select a new video in the left column and press play on the new video. Enjoy!

Welcome

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Steve and Teresa Dillard have been helping clients for over 20 years with a straightforward investment message of SAFE Retirement Planning. Don’t risk your hard earned money.

“In this unsettled world we live in, you have to know your money will be there when you need it the most,” says Teresa Dillard. “We can help you achieve financial independence and protect your money.”

Ultimately, Steve says, it’s about peace of mind. “Given the economy today, I find people prefer to be in control of their futures, rather than leave their money out there in the marketplace. We give them a plan, a road map that shows what’s going to happen in the years to come. We are more than a company, we are lifelong friends.”

First Visit

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Steve and Teresa Dillard have been helping clients for over 20 years with a straightforward investment message of SAFE Retirement Planning. Don’t risk your hard earned money.

“In this unsettled world we live in, you have to know your money will be there when you need it the most,” says Teresa Dillard. “We can help you achieve financial independence and protect your money.”

Ultimately, Steve says, it’s about peace of mind. “Given the economy today, I find people prefer to be in control of their futures, rather than leave their money out there in the marketplace. We give them a plan, a road map that shows what’s going to happen in the years to come. We are more than a company, we are lifelong friends.”

What’s Right for You?

dillardheader_video
Steve and Teresa Dillard have been helping clients for over 20 years with a straightforward investment message of SAFE Retirement Planning. Don’t risk your hard earned money.

“In this unsettled world we live in, you have to know your money will be there when you need it the most,” says Teresa Dillard. “We can help you achieve financial independence and protect your money.”

Ultimately, Steve says, it’s about peace of mind. “Given the economy today, I find people prefer to be in control of their futures, rather than leave their money out there in the marketplace. We give them a plan, a road map that shows what’s going to happen in the years to come. We are more than a company, we are lifelong friends.”

What Happened to Retirement?

dillardheader_video
Steve and Teresa Dillard have been helping clients for over 20 years with a straightforward investment message of SAFE Retirement Planning. Don’t risk your hard earned money.

“In this unsettled world we live in, you have to know your money will be there when you need it the most,” says Teresa Dillard. “We can help you achieve financial independence and protect your money.”

Ultimately, Steve says, it’s about peace of mind. “Given the economy today, I find people prefer to be in control of their futures, rather than leave their money out there in the marketplace. We give them a plan, a road map that shows what’s going to happen in the years to come. We are more than a company, we are lifelong friends.”

David Shulman – On The Verge of Retirement

dillardheader_video
Steve and Teresa Dillard have been helping clients for over 20 years with a straightforward investment message of SAFE Retirement Planning. Don’t risk your hard earned money.

“In this unsettled world we live in, you have to know your money will be there when you need it the most,” says Teresa Dillard. “We can help you achieve financial independence and protect your money.”

Ultimately, Steve says, it’s about peace of mind. “Given the economy today, I find people prefer to be in control of their futures, rather than leave their money out there in the marketplace. We give them a plan, a road map that shows what’s going to happen in the years to come. We are more than a company, we are lifelong friends.”

Don Bathrick – In Search of Consistent Growth

dillardheader_video
Steve and Teresa Dillard have been helping clients for over 20 years with a straightforward investment message of SAFE Retirement Planning. Don’t risk your hard earned money.

“In this unsettled world we live in, you have to know your money will be there when you need it the most,” says Teresa Dillard. “We can help you achieve financial independence and protect your money.”

Ultimately, Steve says, it’s about peace of mind. “Given the economy today, I find people prefer to be in control of their futures, rather than leave their money out there in the marketplace. We give them a plan, a road map that shows what’s going to happen in the years to come. We are more than a company, we are lifelong friends.”

Joel Campbell – Planning for the Future

dillardheader_video
Steve and Teresa Dillard have been helping clients for over 20 years with a straightforward investment message of SAFE Retirement Planning. Don’t risk your hard earned money.

“In this unsettled world we live in, you have to know your money will be there when you need it the most,” says Teresa Dillard. “We can help you achieve financial independence and protect your money.”

Ultimately, Steve says, it’s about peace of mind. “Given the economy today, I find people prefer to be in control of their futures, rather than leave their money out there in the marketplace. We give them a plan, a road map that shows what’s going to happen in the years to come. We are more than a company, we are lifelong friends.”

Annuity Basics

dillardheader_video
Steve and Teresa Dillard have been helping clients for over 20 years with a straightforward investment message of SAFE Retirement Planning. Don’t risk your hard earned money.

“In this unsettled world we live in, you have to know your money will be there when you need it the most,” says Teresa Dillard. “We can help you achieve financial independence and protect your money.”

Ultimately, Steve says, it’s about peace of mind. “Given the economy today, I find people prefer to be in control of their futures, rather than leave their money out there in the marketplace. We give them a plan, a road map that shows what’s going to happen in the years to come. We are more than a company, we are lifelong friends.”

How Do Fixed Indexed Annuities Work?

dillardheader_video
Steve and Teresa Dillard have been helping clients for over 20 years with a straightforward investment message of SAFE Retirement Planning. Don’t risk your hard earned money.

“In this unsettled world we live in, you have to know your money will be there when you need it the most,” says Teresa Dillard. “We can help you achieve financial independence and protect your money.”

Ultimately, Steve says, it’s about peace of mind. “Given the economy today, I find people prefer to be in control of their futures, rather than leave their money out there in the marketplace. We give them a plan, a road map that shows what’s going to happen in the years to come. We are more than a company, we are lifelong friends.”

Why the Global Economy Affects Your Retirement

dillardheader_video
Steve and Teresa Dillard have been helping clients for over 20 years with a straightforward investment message of SAFE Retirement Planning. Don’t risk your hard earned money.

“In this unsettled world we live in, you have to know your money will be there when you need it the most,” says Teresa Dillard. “We can help you achieve financial independence and protect your money.”

Ultimately, Steve says, it’s about peace of mind. “Given the economy today, I find people prefer to be in control of their futures, rather than leave their money out there in the marketplace. We give them a plan, a road map that shows what’s going to happen in the years to come. We are more than a company, we are lifelong friends.”

The Risks to Your Retirement

dillardheader_video
Steve and Teresa Dillard have been helping clients for over 20 years with a straightforward investment message of SAFE Retirement Planning. Don’t risk your hard earned money.

“In this unsettled world we live in, you have to know your money will be there when you need it the most,” says Teresa Dillard. “We can help you achieve financial independence and protect your money.”

Ultimately, Steve says, it’s about peace of mind. “Given the economy today, I find people prefer to be in control of their futures, rather than leave their money out there in the marketplace. We give them a plan, a road map that shows what’s going to happen in the years to come. We are more than a company, we are lifelong friends.”

Options to Insure Against Market Losses

dillardheader_video
Steve and Teresa Dillard have been helping clients for over 20 years with a straightforward investment message of SAFE Retirement Planning. Don’t risk your hard earned money.

“In this unsettled world we live in, you have to know your money will be there when you need it the most,” says Teresa Dillard. “We can help you achieve financial independence and protect your money.”

Ultimately, Steve says, it’s about peace of mind. “Given the economy today, I find people prefer to be in control of their futures, rather than leave their money out there in the marketplace. We give them a plan, a road map that shows what’s going to happen in the years to come. We are more than a company, we are lifelong friends.”

Too Good to be True?

dillardheader_video
Steve and Teresa Dillard have been helping clients for over 20 years with a straightforward investment message of SAFE Retirement Planning. Don’t risk your hard earned money.

“In this unsettled world we live in, you have to know your money will be there when you need it the most,” says Teresa Dillard. “We can help you achieve financial independence and protect your money.”

Ultimately, Steve says, it’s about peace of mind. “Given the economy today, I find people prefer to be in control of their futures, rather than leave their money out there in the marketplace. We give them a plan, a road map that shows what’s going to happen in the years to come. We are more than a company, we are lifelong friends.”

Reasons for Optimism

dillardheader_video
Steve and Teresa Dillard have been helping clients for over 20 years with a straightforward investment message of SAFE Retirement Planning. Don’t risk your hard earned money.

“In this unsettled world we live in, you have to know your money will be there when you need it the most,” says Teresa Dillard. “We can help you achieve financial independence and protect your money.”

Ultimately, Steve says, it’s about peace of mind. “Given the economy today, I find people prefer to be in control of their futures, rather than leave their money out there in the marketplace. We give them a plan, a road map that shows what’s going to happen in the years to come. We are more than a company, we are lifelong friends.”

Reasons for Optimism

dillardheader_video
Steve and Teresa Dillard have been helping clients for over 20 years with a straightforward investment message of SAFE Retirement Planning. Don’t risk your hard earned money.

“In this unsettled world we live in, you have to know your money will be there when you need it the most,” says Teresa Dillard. “We can help you achieve financial independence and protect your money.”

Ultimately, Steve says, it’s about peace of mind. “Given the economy today, I find people prefer to be in control of their futures, rather than leave their money out there in the marketplace. We give them a plan, a road map that shows what’s going to happen in the years to come. We are more than a company, we are lifelong friends.”