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?
When Life Insurance Becomes Taxable
Life insurance proceeds are generally tax-free. But not in all cases.
Retiree Health Care Coverage Overseas
Retirees traveling abroad need to know that their health insurance travels with them.
Medicare Advantage 101
Overview of Medicare Advantage, what’s in them, special rules, and more.
A Look at Whole Life Insurance
Whole life insurance remains in force as long as you remain current with premiums. Here's how it works.
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.
Insurance Needs Assessment: When You're Newly Married
Marriage changes everything, including your insurance needs.
Assess Life Insurance Needs
How to help determine life insurance needs to provide for your family after you pass away.
Does Your Credit Score Affect Your Insurance Rates?
Your credit score may influence how much you pay for auto and home insurance.
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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
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?