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.
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.
How Insurance Deductibles Work
Knowing how insurance deductibles work can help you save money and give you peace of mind.
Insurance Needs Assessment: For Empty Nesters and Retirees
Do your insurance needs stay the same when the nest empties?
Understanding Long-Term Care
Understanding the types of long-term-care services—and what those services could cost—may be critical.
When Life Insurance Becomes Taxable
Life insurance proceeds are generally tax-free. But not in all cases.
Directors and Officers Liability Insurance
Not only can D&O insurance provide financial protection, but it can help improve an organization’s decision-making.
Insurance Needs Assessment: Married With Children
When you’re married and have children, insurance needs will be different.
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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.
Disability Income
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
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.
Protecting Those Who Matter Most
The importance of life insurance, how it works, and how much coverage you need.
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The Other Sure Thing
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
Extended Care: A Patchwork of Possibilities
What is your plan for health care during retirement?
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.
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.