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.
Snapshots
Your life is marked by images. Prepare for the unexpected, so you can keep those pictures going.
Long-Term-Care Protection Strategies
The chances of needing long-term care, its cost, and strategies for covering that cost.
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If a Tree Falls
Do you know what to do if a tree falls on you house, damaging your roof?
What is a Policy?
Do you know what a Policy is?
Coaches
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
Variable Universal Life Insurance
Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.
What is Loss of Use?
Do you know what Loss of Use is?
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.
Is Cyber Liability Insurance Right for You?
Have you heard of cyber liability insurance? Do you need it?
What is Exposure?
Do you know what Exposure is?
What is Risk?
Do you know what Risk is?
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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.
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.
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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The Other Sure Thing
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
Accidents
Accidents happen to everyone. We’re here to help.
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.
Forecast
Life is as unpredictable as the weather. We’d love to help you prepare.
If a Tree Falls
Do you know what to do if a tree falls on you house, damaging your roof?
The Best of Both Worlds
Here are a few reasons we’ve chosen to be independent.