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 Other Sure Thing
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
Long-Term-Care Protection Strategies
The chances of needing long-term care, its cost, and strategies for covering that cost.
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Extended Care: A Patchwork of Possibilities
What is your plan for health care during retirement?
Insuring Your Second Home
There are unique risks of owning a second home and obtaining the proper coverage may protect you from financial risk.
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.
Questions to Ask About Medicare
Take the guesswork out of your IEP or SEP with this helpful article.
Keeping Summer Safe: Pool and Spa Safety Tips
Each year hundreds of children die or are injured in pool accidents. By taking seven steps, you can keep your pool safe.
A Brief Guide To Condo Insurance
Important items to consider when purchasing condo insurance.
The ABC’s of Auto Insurance
What kind of auto insurance should you have? Do you know?
Insurance Needs Assessment: Married With Children
When you’re married and have children, insurance needs will be different.
Insurance Needs Assessment: When You're Young and Single
Even if you’re young and single, you should still consider protecting yourself.
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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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Long-Term-Care Protection Strategies
The chances of needing long-term care, its cost, and strategies for covering that cost.
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.
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.
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