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.
The Wild West of Data Theft
Learn about cyber liability insurance in this entertaining video.
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?
Your DNA Test
Preparing for the unexpected can make all the difference if your family relies on your income.
Retiree Health Care Coverage Overseas
Retirees traveling abroad need to know that their health insurance travels with them.
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.
Errors and Omissions Insurance
E&O insurance is specifically designed to protect you, or your company, from the risk of a client’s dissatisfaction.
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.
Protecting Your Business from the Loss of a Key Person
Business owners may be able to protect themselves from the financial consequences of losing a key employee.
Dog Bites Neighbor. Now What?
Even dogs have bad days. So, what happens when your dog bites a neighbor or passing pedestrian?
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.
View all articles
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.
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?
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.
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.
View all videos
-
Articles
-
Presentations
-
Videos