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.
Have A Question About This Topic?
Extended Care: A Patchwork of Possibilities
What is your plan for health care during retirement?
Universal Life Insurance
Universal life insurance is permanent insurance with a flexible premium. Here's how it works.
The Other Sure Thing
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
Insurance Needs Assessment: For Empty Nesters and Retirees
Do your insurance needs stay the same when the nest empties?
Directors and Officers Liability Insurance
Not only can D&O insurance provide financial protection, but it can help improve an organization’s decision-making.
Questions to Ask About Medicare
Take the guesswork out of your IEP or SEP with this helpful article.
Consider Keeping Your Life Insurance When You Retire
Reasons to retain your coverage into your retirement years.
Gap Insurance for Leased Cars
If you’re thinking of leasing a new car, then you shouldn’t forget about gap insurance.
Medicare At 65+
65 or older? It may be time to enroll in Medicare. Read to learn if you’re eligible.
View all articles
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.
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.
Long-Term-Care Needs
Determine your potential long-term care needs and how long your current assets might last.
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?
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?
Dog Bites and Homeowners Insurance
Reviewing coverage options is just one thing responsible pet parents can do to help look out for their dogs.
Your DNA Test
Preparing for the unexpected can make all the difference if your family relies on your income.
The Wild West of Data Theft
Learn about cyber liability insurance in this entertaining video.
View all videos
-
Articles
-
Calculators
-
Presentations
-
Videos