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.
Your DNA Test
Preparing for the unexpected can make all the difference if your family relies on your income.
Long-Term-Care Protection Strategies
The chances of needing long-term care, its cost, and strategies for covering that cost.
Have A Question About This Topic?

Extended Care: A Patchwork of Possibilities
What is your plan for health care during retirement?

Silver Sneakers 101
Medicare’s popular program, offering free gym membership and health education.

The Other Sure Thing
Though we don't like to think about it, all of us will make an exit sometime. Are you prepared?
Questions to Ask About Medicare
Take the guesswork out of your IEP or SEP with this helpful article.
Inventorying Your Possessions
Creating an inventory of your possessions can save you time, money and aggravation in the event you someday suffer losses.
Insurance Needs Assessment: When You're Newly Married
Marriage changes everything, including your insurance needs.
An Overview of Renter’s Insurance
Don’t overlook the need for renter’s insurance if you rent your home.
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.
View all articles
Lifetime of Earnings
Estimate how much you have the potential to earn during your working years.
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.
View all calculators
Long-Term-Care Protection Strategies
The chances of needing long-term care, its cost, and strategies for covering that cost.
View all presentations
The Other Sure Thing
Though we don't like to think about it, all of us will make an exit sometime. Are you prepared?
Your DNA Test
Preparing for the unexpected can make all the difference if your family relies on your income.
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.
Extended Care: A Patchwork of Possibilities
What is your plan for health care during retirement?
The Wild West of Data Theft
Learn about cyber liability insurance in this entertaining video.
Dog Bites and Homeowners Insurance
Reviewing coverage options is just one thing responsible pet parents can do to help look out for their dogs.