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
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
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?
Surprises
Making the most of surprises is a great reason to work with us.
Questions to Ask About Medicare
Take the guesswork out of your IEP or SEP with this helpful article.
If a Pipe Breaks
Learn what to do when a pipe bursts with this helpful video flooded with smart tips.
What is a Deductible?
Do you know what a Deductible is?
Gap Insurance for Leased Cars
If you’re thinking of leasing a new car, then you shouldn’t forget about gap insurance.
What is a Homeowners Insurance Policy?
Do you know what a Homeowners Insurance Policy is?
Did You Know This Fact About Dryer Lint?
Dryer lint is extremely flammable, and should be cleaned regularly
What is Exposure?
Do you know what Exposure is?
Did You Know This Fact About Older Vehicles?
Did you know you have coverage options on older vehicles?
View all articles
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.
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.
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
Surprises
Making the most of surprises is a great reason to work with us.
If a Tree Falls
This handy video helps you stay prepared in case a fallen tree has damaged your house.
Forecast
Life is as unpredictable as the weather. We’d love to help you prepare.
Combine Your Policies and Save
Some things just make perfect sense in pairs.
Extended Care: A Patchwork of Possibilities
What is your plan for health care during retirement?
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.
View all videos
-
Articles
-
Calculators
-
Presentations
-
Videos