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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Surprises
Making the most of surprises is a great reason to work with us.
Did You Know This Fact About Flood Damage?
Prevent major flood damage with this tip.
Extended Care: A Patchwork of Possibilities
What is your plan for health care during retirement?
What to Look for in a Long-Term Care Policy
Here’s a list of 10 questions to ask that may help you better understand the costs and benefits of long-term-care insurance.
Insurance Needs Assessment: For Empty Nesters and Retirees
Do your insurance needs stay the same when the nest empties?
The Anatomy of a Supplemental Health Plan
Here’s a guide to explain all the parts of Medicare.
Directors and Officers Liability Insurance
Not only can D&O insurance provide financial protection, but it can help improve an organization’s decision-making.
What is a Term?
Do you know what a Term is?
Retiree Health Care Coverage Overseas
Retirees traveling abroad need to know that their health insurance travels with them.
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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.
Lifetime of Earnings
Estimate how much you have the potential to earn during your working years.
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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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Combine Your Policies and Save
Some things just make perfect sense in pairs.
If a Tree Falls
This handy video helps you stay prepared in case a fallen tree has damaged your house.
Extended Care: A Patchwork of Possibilities
What is your plan for health care during retirement?
Snapshots
Your life is marked by images. Prepare for the unexpected, so you can keep those pictures going.
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.