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.
The Other Sure Thing
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
Long-Term-Care Protection Strategies
The chances of needing long-term care, its cost, and strategies for covering that cost.
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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.
Insurance Needs Assessment: For Empty Nesters and Retirees
Do your insurance needs stay the same when the nest empties?
Coaches
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
What is a Broker?
Do you know what a Broker is?
Questions to Ask About Medicare
Take the guesswork out of your IEP or SEP with this helpful article.
Insuring Your Business Against Cyber Liability
90% of small businesses in the U.S. don't protect their data from cyber attacks. Is your business at risk?
Protection Against Uninsured Drivers
You’re hit by an uninsured driver. Now what? Are you protected against financial losses?
Understanding Extended Care
Understanding the types of extended care services—and what those services could cost—may be critical.
Medicare At 65+
65 or older? It may be time to enroll in Medicare. Read to learn if you’re eligible.
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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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Coaches
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
The Best of Both Worlds
Here are a few reasons we’ve chosen to be independent.
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?
If a Pipe Breaks
Learn what to do when a pipe bursts with this helpful video flooded with smart tips.
Surprises
Making the most of surprises is a great reason to work with us.