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.
Surprises
Making the most of surprises is a great reason to work with us.
Protecting Those Who Matter Most
The importance of life insurance, how it works, and how much coverage you need.
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Extended Care: A Patchwork of Possibilities
What is your plan for health care during retirement?
Is Term Life Insurance for You?
Term insurance is the simplest form of life insurance. Here's how it works.
The Other Sure Thing
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
Insurance Needs Assessment: When You're Newly Married
Marriage changes everything, including your insurance needs.
Did You Know This Fact About Older Vehicles?
Did you know you have coverage options on older vehicles?
The Value of Insuring Against Life’s Risks
Building wealth requires protection from the forces of wealth destruction.
Insurance Needs Assessment: For Empty Nesters and Retirees
Do your insurance needs stay the same when the nest empties?
What is a Policy?
Do you know what a Policy is?
What is a Carrier?
Do you know what a Carrier is?
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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.
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.
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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.
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If You're In An Accident
Learn the best steps to take after you’ve been in an automobile accident with this useful, step-by-step video.
Extended Care: A Patchwork of Possibilities
What is your plan for health care during retirement?
Forecast
Life is as unpredictable as the weather. We’d love to help you prepare.
The Best of Both Worlds
Here are a few reasons we’ve chosen to be independent.
Coaches
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
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.