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.
Extended Care: A Patchwork of Possibilities
What is your plan for health care during retirement?
Protecting Those Who Matter Most
The importance of life insurance, how it works, and how much coverage you need.
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The Best of Both Worlds
Here are a few reasons we’ve chosen to be independent.
Insurance Needs Assessment: When You're Newly Married
Marriage changes everything, including your insurance needs.
If a Tree Falls
This handy video helps you stay prepared in case a fallen tree has damaged your house.
Insurance Needs Assessment: For Empty Nesters and Retirees
Do your insurance needs stay the same when the nest empties?
The Case of the Crooked Credit Report
Solve a mystery while learning how important your credit report is with this story-driven interactive.
Life Insurance Explained
Looking to learn about life insurance? This comprehensive article is a great place to start.
Understanding Long-Term Care
Understanding the types of long-term-care services—and what those services could cost—may be critical.
Keep Your Umbrella Handy
Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.
Term vs. Permanent Life Insurance
When considering life insurance, it's important to understand your options.
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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.
Disability Income
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
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.
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Long-Term-Care Protection Strategies
The chances of needing long-term care, its cost, and strategies for covering that cost.
Protecting Those Who Matter Most
The importance of life insurance, how it works, and how much coverage you need.
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If a Tree Falls
This handy video helps you stay prepared in case a fallen tree has damaged your house.
Surprises
Making the most of surprises is a great reason to work with us.
Accidents
Accidents happen to everyone. We’re here to help.
The Other Sure Thing
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
Coaches
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
Extended Care: A Patchwork of Possibilities
What is your plan for health care during retirement?