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.
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Extended Care: A Patchwork of Possibilities
What is your plan for health care during retirement?
Prescription Drug Benefits Under Medicare (Part D)
Do you need to enroll in Medicare Part D? Read this article to learn more about whether you need this coverage
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.
What You Should Do About Insurance Following a Divorce
In the face of divorce, making changes to insurance coverage may be overlooked.
Silver Sneakers 101
Medicare’s popular program, offering free gym membership and health education.
Insurance Needs Assessment: Married With Children
When you’re married and have children, insurance needs will be different.
When Life Insurance Becomes Taxable
Life insurance proceeds are generally tax-free. But not in all cases.
Does Your Credit Score Affect Your Insurance Rates?
Your credit score may influence how much you pay for auto and home insurance.
Making Sense Of A Home Warranty
Understanding the value of a home warranty.
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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.
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.
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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.
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.
The Other Sure Thing
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
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