Insurance Basics

Unexpected events such as illness or disability can disrupt your financial life and well-being. We'll help you understand different types of insurance to make sure you have adequate health, life, and disability coverage.

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    Insurance Types

    Learn the basics about health, life, and long-term care insurance, as well as long-term disability coverage.

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    Be sure you have adequate coverage, particularly if physical assets are the majority of your net worth.

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    Disaster Plan

    Follow our step-by-step checklist to create a disaster plan and be as prepared as possible.

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    We'll help you estimate your potential health care costs during retirement to plan properly for the future.

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    Long-term care

    Understand the basics of long-term care and get help deciding if you need long-term care insurance.