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.
Long-Term-Care Protection Strategies
The chances of needing long-term care, its cost, and strategies for covering that cost.
If a Tree Falls
This handy video helps you stay prepared in case a fallen tree has damaged your house.
Assess Life Insurance Needs
How to help determine life insurance needs to provide for your family after you pass away.
Extended Care: A Patchwork of Possibilities
What is your plan for health care during retirement?
What You Should Do About Insurance Following a Divorce
In the face of divorce, making changes to insurance coverage may be overlooked.
A Brief Guide To Condo Insurance
Important items to consider when purchasing condo insurance.
An Overview of Renter’s Insurance
Don’t overlook the need for renter’s insurance if you rent your home.
What is a Broker?
Do you know what a Broker is?
Errors and Omissions Insurance
E&O insurance is specifically designed to protect you, or your company, from the risk of a client’s dissatisfaction.
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.
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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.
Long-Term-Care Needs
Determine your potential long-term care needs and how long your current assets might last.
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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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Snapshots
Your life is marked by images. Prepare for the unexpected, so you can keep those pictures going.
Accidents
Accidents happen to everyone. We’re here to help.
The Other Sure Thing
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
Coaches
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
Surprises
Making the most of surprises is a great reason to work with us.
The Best of Both Worlds
Here are a few reasons we’ve chosen to be independent.