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

Extended Care: A Patchwork of Possibilities

What is your plan for health care during retirement?

Errors and Omissions Insurance

Errors and Omissions Insurance

E&O insurance is specifically designed to protect you, or your company, from the risk of a client’s dissatisfaction.

Coaches

Coaches

Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.

 

Insurance Needs Assessment: Married With Children

When you’re married and have children, insurance needs will be different.

The Right Time to Buy an Annuity

Knowing when to buy an annuity can make a big difference. Learn how timing can influence your decision about if and when to buy.

Protecting Your Home Against Flood Loss

Protect yourself against the damage that your homeowners policy doesn’t cover.

Universal Life Insurance

Universal life insurance is permanent insurance with a flexible premium. Here's how it works.

Assess Life Insurance Needs

How to help determine life insurance needs to provide for your family after you pass away.

Understanding Extended Care

Understanding the types of extended care services—and what those services could cost—may be critical.

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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.

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.

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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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If a Pipe Breaks

Learn what to do when a pipe bursts with this helpful video flooded with smart tips.

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.

Coaches

Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.

Accidents

Accidents happen to everyone. We're here to help.

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.

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