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.
Forecast
Life is as unpredictable as the weather. We’d love to help you prepare.
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?

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.

Surprises
Making the most of surprises is a great reason to work with us.
Did You Know This Fact About Dryer Lint?
Dryer lint is extremely flammable, and should be cleaned regularly
Replacing Your Medicare Card
Learn how to replace your lost, stolen, or damaged Medicare card in this helpful article.
Did You Know This Fact About Carpooling?
Carpooling might save you money on your premiums.
Side-by-Side: Insured vs. Uninsured
Here's what happens if your small business has an accident and you're not insured.
Questions to Ask About Medicare
Take the guesswork out of your IEP or SEP with this helpful article.
10 Most Common and Costly Small Business Claims
Here are the 10 most common claims against small businesses. Are you covered?
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Long-Term-Care Needs
Determine your potential long-term care needs and how long your current assets might last.
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.
Disability Income
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
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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.
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Snapshots
Your life is marked by images. Prepare for the unexpected, so you can keep those pictures going.
If a Pipe Breaks
Learn what to do when a pipe bursts with this helpful video flooded with smart tips.
If a Tree Falls
This handy video helps you stay prepared in case a fallen tree has damaged your house.
The Best of Both Worlds
Here are a few reasons we’ve chosen to be independent.
Extended Care: A Patchwork of Possibilities
What is your plan for health care during retirement?
Coaches
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
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