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.
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.
Long-Term-Care Protection Strategies
The chances of needing long-term care, its cost, and strategies for covering that cost.
Extended Care: A Patchwork of Possibilities
What is your plan for health care during retirement?
Medicare Advantage 101
Overview of Medicare Advantage, what’s in them, special rules, and more.
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.
Disability and Your Finances
In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.
Can Group, Private Disability Policies Work Together?
Loss of income from disability has the potential to cause financial hardship. Disability insurance can help.
Silver Sneakers 101
Medicare’s popular program, offering free gym membership and health education.
Assess Life Insurance Needs
How to help determine life insurance needs to provide for your family after you pass away.
Insuring Your Second Home
There are unique risks of owning a second home and obtaining the proper coverage may protect you from financial risk.
Insuring Your Business With a Buy/Sell Agreement
It may help your business be better prepared in the event of the death of a principal or key employee.
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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.
Long-Term-Care Needs
Determine your potential long-term care needs and how long your current assets might last.
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Long-Term-Care Protection Strategies
The chances of needing long-term care, its cost, and strategies for covering that cost.
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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.
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?