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.
Extended Care: A Patchwork of Possibilities
What is your plan for health care during retirement?
Protecting Those Who Matter Most
The importance of life insurance, how it works, and how much coverage you need.
Stay Safe with a B.O.P. At Your Back
Learn about the advantages of Business Owner Policies with this highly educational and fun animated video.
Insurance Needs Assessment: For Empty Nesters and Retirees
Do your insurance needs stay the same when the nest empties?
The Cost of Medical Care
Learn about the risks of not having health insurance in this informative article.
Prescription Drug Benefits Under Medicare (Part D)
Do you need to enroll in Medicare Part D? Read this article to learn more about whether you need this coverage
The Basics of Medicare
Learn all about Medicare basics in this informative and insightful article.
Medicare Advantage 101
Overview of Medicare Advantage, what’s in them, special rules, and more.
Medicare vs. Medicaid
The terms Medicare and Medicaid sound similar but are two very different things. Learn the differences in this informative article.
Errors and Omissions Insurance
E&O insurance is specifically designed to protect you, or your company, from the risk of a client’s dissatisfaction.
Medicare Advantage Plans (Medicare Part C)
Medicare Part C allows you to choose a Medicare Advantage plan. This article will help you decide if it's right for you.
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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.
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Protecting Those Who Matter Most
The importance of life insurance, how it works, and how much coverage you need.
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Extended Care: A Patchwork of Possibilities
What is your plan for health care during retirement?
Stay Safe with a B.O.P. At Your Back
Learn about the advantages of Business Owner Policies with this highly educational and fun animated video.