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.
Surprises
Making the most of surprises is a great reason to work with us.
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?
Dog Bites and Homeowners Insurance
Reviewing coverage options is just one thing responsible pet parents can do to help look out for their dogs.
The Cost of Medical Care
Learn about the risks of not having health insurance in this informative article.
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.
Keep Your Life Insurance When You Retire
This article is perfect for those looking to maintain their life insurance or explore alternate options during retirement.
Did You Know This Fact About Damaged Property?
Damaged property during the claims process shouldn't be thrown away.
What is a Loss?
Do you know what a Loss is?
Does Your Credit Score Affect Your Insurance Rates?
Your credit score may influence how much you pay for auto and home insurance.
What is a Claim?
Do you know what a Claim is?
Insurance Needs Assessment: When You're Newly Married
Marriage changes everything, including your insurance needs.
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.
Long-Term-Care Needs
Determine your potential long-term care needs and how long your current assets might last.
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
Surprises
Making the most of surprises is a great reason to work with us.
Extended Care: A Patchwork of Possibilities
What is your plan for health care during retirement?
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.
The Best of Both Worlds
Here are a few reasons we’ve chosen to be independent.
The Wild West of Data Theft
Learn about cyber liability insurance in this entertaining video.
View all videos
-
Articles
-
Calculators
-
Presentations
-
Videos