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.
Extended Care: A Patchwork of Possibilities
What is your plan for health care during retirement?
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.
What You Should Do About Insurance Following a Divorce
In the face of divorce, making changes to insurance coverage may be overlooked.
The Other Sure Thing
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
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.
The Anatomy of a Supplemental Health Plan
Here’s a guide to explain all the parts of Medicare.
Insurance Needs Assessment: Married With Children
When you’re married and have children, insurance needs will be different.
Insuring Your Business With a Buy/Sell Agreement
It may help your business be better prepared in the event of the death of a principal or key employee.
A Brief Guide To Condo Insurance
Important items to consider when purchasing condo insurance.
Universal Life Insurance
Universal life insurance is permanent insurance with a flexible premium. Here's how it works.
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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.
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.
Long-Term-Care Protection Strategies
The chances of needing long-term care, its cost, and strategies for covering that cost.
View all presentations
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.
The Other Sure Thing
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?