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.
Forecast
Life is as unpredictable as the weather. We’d love to help you prepare.
Long-Term-Care Protection Strategies
The chances of needing long-term care, its cost, and strategies for covering that cost.
Have A Question About This Topic?
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.
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.
Extended Care: A Patchwork of Possibilities
What is your plan for health care during retirement?
Silver Sneakers 101
Medicare’s popular program, offering free gym membership and health education.
The Most Overlooked Item of Any Home Improvement
The item most homeowners forget on their home improvement project checklist is insurance.
What is an Appraisal?
Do you know what an Appraisal is?
Insurance Needs Assessment: When You're Young and Single
Even if you’re young and single, you should still consider protecting yourself.
A Brief Guide To Condo Insurance
Important items to consider when purchasing condo insurance.
Planning for the Expected
You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.
View all articles
Disability Income
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Long-Term-Care Needs
Determine your potential long-term care needs and how long your current assets might last.
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.
Lifetime of Earnings
Estimate how much you have the potential to earn during your working years.
View all calculators
Protecting Those Who Matter Most
The importance of life insurance, how it works, and how much coverage you need.
Long-Term-Care Protection Strategies
The chances of needing long-term care, its cost, and strategies for covering that cost.
View all presentations
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.
Coaches
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
Surprises
Making the most of surprises is a great reason to work with us.
If You're In An Accident
Learn the best steps to take after you’ve been in an automobile accident with this useful, step-by-step video.
If a Pipe Breaks
Learn what to do when a pipe bursts with this helpful video flooded with smart tips.
Extended Care: A Patchwork of Possibilities
What is your plan for health care during retirement?
View all videos
-
Articles
-
Calculators
-
Presentations
-
Videos