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?

Teen Drinking and Your Liability
Drinking may be a “rite of passage” for teens, but when it occurs in your home you may be held responsible for their actions.

The Wild West of Data Theft
Learn about cyber liability insurance in this entertaining video.
Making Sense Of A Home Warranty
Understanding the value of a home warranty.
Does Your Credit Score Affect Your Insurance Rates?
Your credit score may influence how much you pay for auto and home insurance.
Key Moves for Open Enrollment Season
During open enrollment season, choose benefits that align with both major life changes and your overall financial plan.
Insurance Needs Assessment: For Empty Nesters and Retirees
Do your insurance needs stay the same when the nest empties?
Gun Ownership and Your Homeowners Policy
Gun owners need to make sure that their homeowners policy covers the full value of their firearm(s) as personal liability.
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.
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
Your DNA Test
Preparing for the unexpected can make all the difference if your family relies on your income.
Extended Care: A Patchwork of Possibilities
What is your plan for health care during retirement?
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.
The Other Sure Thing
Though we don't like to think about it, all of us will make an exit sometime. Are you prepared?
The Wild West of Data Theft
Learn about cyber liability insurance in this entertaining video.
View all videos
-
Articles
-
Presentations
-
Videos