Life, Retirement, Annuities, Disability, 401K, College Savings, Auto, Home, Business
Thanks for visiting our Web site. Our site is where you can learn more about the insurance and investment services you may need. We provide the tools you need to learn about the different types of policies and their benefits, costs, and limitations.
We believe that the best way to help you obtain the right services – at the best possible price – is to help you understand what you need to know about financial services.
Have you ever been curious about what a homeowners’ policy covers? Or whether auto insurance protects the extras you added to your car, like a stereo and alloy wheels? Our Learning Center has answers to questions like these, but it also offers so much more.
Want to find out how long it will take you to pay off that new car you’ve had your eye on? Have you ever wondered how much house you can afford? Check out our Calculators.
Are you curious about whether your new diamond jewelry is covered under an existing policy? Or whether the stuff in your garage is covered if your hot water heater bursts? Check out the Articles.
What’s the difference between comprehensive and collision coverage? See the Glossary.
Once you have an idea of the type of policy you need, visit the Quote Center. We’ll ask you for some simple information and then get back to you with some policy recommendations.
We want your insurance to work hard for you and your family. Let us help you find the right protection while giving you the peace of mind that comes with knowing you are covered.
Thanks for visiting our site. We look forward to working with you.
U.S. Personal Savings Rate
What can be learned from the savings rate?
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.
Insurance Needs Assessment: When You're Newly Married
Marriage changes everything, including your insurance needs.
A change in your mindset during retirement may drive changes to your portfolio.
Five strategies for managing your student debt.
Successful sector investing is dependent upon an accurate analysis about when to rotate in and out.
Knowing the rules may help you decide when to start benefits.
Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.
A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
This calculator can help determine whether it makes sense to refinance your mortgage.
This questionnaire will help determine your tolerance for investment risk.
Use this calculator to estimate your capital gains tax.
This calculator can help you estimate how much you should be saving for college.
This calculator will help determine whether you should invest funds or pay down debt.
Principles that can help create a portfolio designed to pursue investment goals.
Using smart management to get more of what you want and free up assets to invest.
How federal estate taxes work, plus estate management documents and tactics.
A presentation about managing money: using it, saving it, and even getting credit.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The importance of life insurance, how it works, and how much coverage you need.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
Do you have causes that you want to support with donations? Here are three tips.
Around the country, attitudes about retirement are shifting.
What is your plan for health care during retirement?
If you died, what would happen to your email archives, social profiles and online accounts?
With alternative investments, it’s critical to sort through the complexity.