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.
The Other Sure Thing
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
Medicare Advantage 101
Overview of Medicare Advantage, what’s in them, special rules, and more.
Extended Care: A Patchwork of Possibilities
What is your plan for health care during retirement?
Questions to Ask About Medicare
Take the guesswork out of your IEP or SEP with this helpful article.
Medicare vs. Medicaid
The terms Medicare and Medicaid sound similar but are two very different things. Learn the differences in this informative article.
The A, B, C, & D of Medicare
Learn about all the parts of Medicare with this informative and enjoyable article.
Understanding Homeowner’s Insurance
Purchasing homeowners insurance is critical for protecting your home.
Insuring Your Second Home
There are unique risks of owning a second home and obtaining the proper coverage may protect you from financial risk.
Term vs. Permanent Life Insurance
When considering life insurance, it's important to understand your options.
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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.
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.
Long-Term-Care Needs
Determine your potential long-term care needs and how long your current assets might last.
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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
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?
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 Wild West of Data Theft
Learn about cyber liability insurance in this entertaining video.
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.