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Life insurance can be an integral component of a personalized financial plan. September is Life Insurance Awareness Month and questions like how much coverage do I need or am I getting the most for my premium dollars can be answered through the financial planning process. Life happens. Are you prepared when it does?
 

Mortgage Refinancing

Determine whether you should consider refinancing your mortgage.

College Funding

Use this calculator to estimate the cost of your child’s education, based on the variables you input.

Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

Required Minimum Distributions

Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 70.

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Shelter Your Retirement Lifestyle

An umbrella liability insurance policy takes effect in the event that the limits of your primary insurance policies are exhausted.

Retirement with All the Fixins'

One of the most appealing aspects of a traditional pension is a guaranteed lifetime income. Fortunately, you can begin building your own guaranteed lifetime income with a fixed annuity.

The Benefits of Social Security

Take this quiz to assess how much you know about Social Security benefits.

A Potential Income Source for the Risk-Averse

Although no financial instrument is entirely without risk, the guarantees offered by a fixed annuity can help address the concerns of even the most risk-averse investors.

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