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.
Perspectives on Insurance Planning
Insurance can often be viewed as a “set it and forget it” but as life changes, so do your insurance needs.
Long-Term-Care Protection Strategies
The chances of needing long-term care, its cost, and strategies for covering that cost.
Have A Question About This Topic?

Extended Care: A Patchwork of Possibilities
What is your plan for health care during retirement?

Variable Universal Life Insurance
Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.

The Wild West of Data Theft
Learn about cyber liability insurance in this entertaining video.
Insurance Needs Assessment: For Empty Nesters and Retirees
Do your insurance needs stay the same when the nest empties?
A Home Insurance Claim: To File Or Not To File
Learn when it may not make sense to file a claim on your home insurance.
Understanding Extended Care
Understanding the types of extended care services—and what those services could cost—may be critical.
Understanding the Basics of Medigap Policies
Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.
Keep Your Umbrella Handy
Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.
Is Term Life Insurance for You?
Term insurance is the simplest form of life insurance. Here's how it works.
View all articles
Protecting Those Who Matter Most
The importance of life insurance, how it works, and how much coverage you need.
Long-Term-Care Protection Strategies
The chances of needing long-term care, its cost, and strategies for covering that cost.
View all presentations
The Other Sure Thing
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
Your DNA Test
Preparing for the unexpected can make all the difference if your family relies on your income.
Perspectives on Insurance Planning
Insurance can often be viewed as a “set it and forget it” but as life changes, so do your insurance needs.
Extended Care: A Patchwork of Possibilities
What is your plan for health care during retirement?
The Wild West of Data Theft
Learn about cyber liability insurance in this entertaining video.
View all videos
-
Articles
-
Presentations
-
Videos