Life Events

We can help you adjust

We have a lifetime of experience helping people in the community analyze their needs over time. From life insurance and annuities to pension planning and long-term care insurance, we can recommend products that work.

It's never too early to plan, and never too late to begin. Before, during, or after those major life events we all share, we have financial products and services that can help. Ask how we can help you manage your risks, improve your financial future, and live with peace of mind.

10 Life Events That Mean You Should Talk To Us:

  1. New job or career
  2. Marriage
  3. New home
  4. Starting a business
  5. New baby
  6. Death in the family
  7. Suddenly single
  8. Children entering college
  9. Empty nest
  10. Retirement

You may need insurance…or you may only need reassurance. Either way, it's smart to talk with an experienced, knowledgeable professional.

So why not talk to us? There's no cost or obligation. Simply click here.

Calculators

  • Loan Payoff

    How much will it cost to pay off a loan over its lifetime?

  • Estate Taxes

    Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.

  • Personal Inflation Rate

    Is your personal inflation rate higher or lower than the CPI?

  • LTCI Cost of Waiting

    Estimate the potential cost of waiting to purchase a long-term care insurance policy.

Newsletters

  • What Medicare Won’t Cover

    See potentially expensive services Original Medicare doesn’t cover and how Medicare Advantage, Medigap or private insurance might help.

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