Insurance
Insurance transfers the financial risk of life's events to an insurance company. A sound insurance strategy can help protect your family from the financial consequences of those events. A strategy can include personal insurance, liability insurance, and life insurance.
Your DNA Test
Preparing for the unexpected can make all the difference if your family relies on your income.
Protecting Those Who Matter Most
The importance of life insurance, how it works, and how much coverage you need.
Stay Safe with a B.O.P. At Your Back
Learn about the advantages of Business Owner Policies with this highly educational and fun animated video.
Silver Sneakers 101
Medicare’s popular program, offering free gym membership and health education.
Extended Care: A Patchwork of Possibilities
What is your plan for health care during retirement?
Keep Your Umbrella Handy
Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.
An Overview of Renter’s Insurance
Don’t overlook the need for renter’s insurance if you rent your home.
When Life Insurance Becomes Taxable
Life insurance proceeds are generally tax-free. But not in all cases.
Medicare Advantage Plans (Medicare Part C)
Medicare Part C allows you to choose a Medicare Advantage plan. This article will help you decide if it's right for you.
Breaking Down the Parts of Medicare
Medicare is broken down into four specific parts—but what do they mean? This article will help you understand each piece.
Does Your Credit Score Affect Your Insurance Rates?
Your credit score may influence how much you pay for auto and home insurance.
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Lifetime of Earnings
Estimate how much you have the potential to earn during your working years.
Disability Income
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Assess Your Life Insurance Needs
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Long-Term-Care Needs
Determine your potential long-term care needs and how long your current assets might last.
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Protecting Those Who Matter Most
The importance of life insurance, how it works, and how much coverage you need.
View all presentations
Extended Care: A Patchwork of Possibilities
What is your plan for health care during retirement?
Stay Safe with a B.O.P. At Your Back
Learn about the advantages of Business Owner Policies with this highly educational and fun animated video.
Your DNA Test
Preparing for the unexpected can make all the difference if your family relies on your income.