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.
Protecting Those Who Matter Most
The importance of life insurance, how it works, and how much coverage you need.
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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.
When Does Your Personal Car Become a Commercial Vehicle?
At what point can you call a personal vehicle commercial?
Extended Care: A Patchwork of Possibilities
What is your plan for health care during retirement?
Medicare At 65+
65 or older? It may be time to enroll in Medicare. Read to learn if you’re eligible.
When to Self-Insure
Choosing to bear the financial burden of an adverse event is called self-insuring. Do you know what that entails?
Questions to Ask About Medicare
Take the guesswork out of your IEP or SEP with this helpful article.
Insurance Needs Assessment: When You're Newly Married
Marriage changes everything, including your insurance needs.
Is Term Life Insurance for You?
Term insurance is the simplest form of life insurance. Here's how it works.
Understanding Homeowner’s Insurance
Purchasing homeowners insurance is critical for protecting your home.
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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.
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Protecting Those Who Matter Most
The importance of life insurance, how it works, and how much coverage you need.
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.
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.
Extended Care: A Patchwork of Possibilities
What is your plan for health care during retirement?