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.
The Wild West of Data Theft
Learn about cyber liability insurance in this entertaining video.
Protecting Those Who Matter Most
The importance of life insurance, how it works, and how much coverage you need.
Have A Question About This Topic?
Extended Care: A Patchwork of Possibilities
What is your plan for health care during retirement?
Insurance Needs Assessment: When You're Newly Married
Marriage changes everything, including your insurance needs.
Accidents
Accidents happen to everyone. We're here to help.
Medicare Advantage 101
Overview of Medicare Advantage, what’s in them, special rules, and more.
What is a Premium?
Do you know what a Premium is?
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.
What is a Claim?
Do you know what a Claim is?
How Insurance Deductibles Work
Knowing how insurance deductibles work can help you save money and give you peace of mind.
Keep Your Umbrella Handy
Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.
View all articles
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.
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.
View all calculators
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.
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.
Accidents
Accidents happen to everyone. We're here to help.
Extended Care: A Patchwork of Possibilities
What is your plan for health care during retirement?
Surprises
Making the most of surprises is a great reason to work with us.
The Best of Both Worlds
Here are a few reasons we’ve chosen to be independent.
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.