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.
The Other Sure Thing
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
Protecting Those Who Matter Most
The importance of life insurance, how it works, and how much coverage you need.
Have A Question About This Topic?
Extended Care: A Patchwork of Possibilities
What is your plan for health care during retirement?
Planning for the Expected
You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.
Your DNA Test
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
Test Your Life Insurance Knowledge
How much do you know about one of the most important tools you have to help protect your and your family’s financial future?
The A, B, C, & D of Medicare
Learn about all the parts of Medicare with this informative and enjoyable article.
Medicare Advantage 101
Overview of Medicare Advantage, what’s in them, special rules, and more.
Understanding Homeowner’s Insurance
Purchasing homeowners insurance is critical for protecting your home.
Insurance Needs Assessment: For Empty Nesters and Retirees
Do your insurance needs stay the same when the nest empties?
The Most Overlooked Item of Any Home Improvement
The item most homeowners forget on their home improvement project checklist is insurance.
View all articles
Long-Term-Care Needs
Determine your potential long-term care needs and how long your current assets might last.
Disability Income
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Lifetime of Earnings
Estimate how much you have the potential to earn during your working years.
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.
View all calculators
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?
The Wild West of Data Theft
Learn about cyber liability insurance in this entertaining video.
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.
The Other Sure Thing
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
Your DNA Test
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.