Menu

Resources

Welcome to our resource page! Here, you’ll find a variety of free resources organized by category. Our goal is to educate our clients, enabling them to make informed decisions about their retirement, insurance, and health plans.  Once you request your desired guide or eBook, a copy will be sent to your email.
 

Our Most Popular Guides

09a260d7337 (2)
Resources

Health Medicare, Long-term care, Disability

Pre-Recorded Webinar

Medicare
Register Here

Medicare 101 Handbook

09a260d7337 (2)
Request Here

Medicare Part B Enrollment

Resources
Request Here

Medicare Part A Enrollment

Resources
Request Here

Request Social Security
Guide

Social Security

Request Long-term care Guide

Social Security

Request Medicare Tips Guide

Resources

Wealth Annuities, Financial Freedom, Retirement Planning

Estate
Checklist

Estate
Request here

Retirement GUIDE

Retirement
Coming Soon

Annuity 

GUIDE

Retirement
Request Here

Legacy Life Insurance (coming soon)

YouTube

Policy Engineer

Policy Engineer is the new era of insurance education! We dedicate this YouTube channel to educating the masses on all things financial services!

Policy Engineer
🎬 “The Agent” — When your insurance agent takes follow-up a little too far… 👀💀 We turned a commercial into a fake movie trailer — because getting life insurance shouldn’t be scary… unless it’s this kind of scary. 💻 Run your quote (before he finds you): 👉 policyengineer.com/theagent #halloween
🎬 “The Agent”
🎬 The Agent | A Halloween Short by Policy Engineer Insurance Solutions What happens when your insurance agent takes follow-up a little too far? 👀 Watch the trailer — if you dare — and see why peace of mind starts with the right coverage. 💀 Get your quote before he does: 👉 https://policyengineer.com/theagent/ Whether it’s life insurance, long-term care, or annuities — we make protecting your future easy (and a little less scary). 📲 About Policy Engineer: We’re a tech-driven insurance agency helping people across the country plan smarter for life, health, and retirement — all online, no jump scares required. #Halloween2025 #InsuranceCommercial #TheAgent #PolicyEngineer #LifeInsurance #FunnyCommercial #HorrorTrailer #ShortFilm #InsuranceHumor #Annuities #FinancialPlanning
The Agent
Taxes can feel overwhelming when you're self-employed, but they don’t have to be. Whether you're freelancing, running a small business, or just starting a side hustle, understanding how taxes work can help you keep more of your hard-earned money. This is not financial advice, please do not interpret it as such, this is simply for educational purposes. Follow Matt: https://www.instagram.com/thepeoplesadvisor/ 📌 Timestamps: 00:00 - Introduction: Why taxes matter for freelancers & business owners 00:33 - Other tax-related videos available on the channel 00:42 - Disclaimer: Not a tax professional, but sharing learned experiences 00:56 - Do you need to pay taxes on your side hustle? ($400+ rule) 01:19 - Why reporting income is crucial (IRS & audits) 01:55 - Keep business and personal finances separate 02:34 - Tools to help manage business expenses (QuickBooks, banking, credit cards) 03:32 - Tracking business expenses like phone bills 03:47 - The importance of tracking mileage for tax deductions 04:06 - Reconciling books regularly for accuracy 04:27 - 1099-NEC vs. 1099-K (who gets them & why they matter) 05:30 - Reporting income correctly, even without a 1099 05:49 - Quarterly taxes: When and why you need to file 💡 Key Takeaways: ✅ Report all income—even without a 1099 ✅ Keep personal and business finances separate ✅ Use technology to track expenses & mileage ✅ Understand quarterly tax obligations 📌Website : https://policyengineer.com/ 📌 Instagram: https://www.instagram.com/policyengineer/ 📌 Twitter/X: https://x.com/PolicyEng 📌 TikTok: https://www.tiktok.com/@policyengineerins 💬 Drop your tax-related questions in the comments below! 👍 Like & Subscribe for more financial tips! #Taxes #Freelance #SmallBusiness #TaxSeason #2025taxes
Filing Taxes As a Business Owner or Freelancer In 2025
Load More... Subscribe

Latest blogs

Need More Information? Go to our Knowledge Base