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?

Long-Term-Care Protection Strategies
The chances of needing long-term care, its cost, and strategies for covering that cost.

The Other Sure Thing
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?

The A, B, C, & D of Medicare
Learn about all the parts of Medicare with this informative and enjoyable article.

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.
Prescription Drug Benefits Under Medicare (Part D)
Do you need to enroll in Medicare Part D? Read this article to learn more about whether you need this coverage
When Life Insurance Becomes Taxable
Life insurance proceeds are generally tax-free. But not in all cases.
Medicare At 65+
65 or older? It may be time to enroll in Medicare. Read to learn if you’re eligible.
Retiree Health Care Coverage Overseas
Retirees traveling abroad need to know that their health insurance travels with them.
Inventorying Your Possessions
Creating an inventory of your possessions can save you time, money and aggravation in the event you someday suffer losses.
Qualifying For Medicare Under Age 65
You might qualify for Medicare if you’re under 65-years-old. This article will explain the conditions where you may qualify for Medicare early.
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Long-Term-Care Needs
Determine your potential long-term care needs and how long your current assets might last.
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.
Disability Income
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
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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
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 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?
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.